Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1 +$6.83B
2 +$2.75B
3 +$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5026
$70K ﹤0.01%
+442,597
5027
$69K ﹤0.01%
+24,408
5028
$69K ﹤0.01%
+12,064
5029
$68K ﹤0.01%
+209,642
5030
$67K ﹤0.01%
+15,240
5031
$67K ﹤0.01%
+14,164
5032
$67K ﹤0.01%
+10,402
5033
$67K ﹤0.01%
+4,044
5034
$67K ﹤0.01%
+37,496
5035
$66K ﹤0.01%
+10,106
5036
$66K ﹤0.01%
+19,281
5037
$66K ﹤0.01%
+10,001
5038
$64K ﹤0.01%
+12,600
5039
$63K ﹤0.01%
+10,629
5040
$63K ﹤0.01%
+16,732
5041
$63K ﹤0.01%
+15,729
5042
$62K ﹤0.01%
+12,100
5043
$62K ﹤0.01%
+13,760
5044
$62K ﹤0.01%
+13,711
5045
$62K ﹤0.01%
+15,000
5046
$62K ﹤0.01%
+30,658
5047
$61K ﹤0.01%
+173,700
5048
$61K ﹤0.01%
+43,900
5049
$60K ﹤0.01%
+10,297
5050
$60K ﹤0.01%
+5