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
5076
$49K ﹤0.01%
+16,000
5077
$49K ﹤0.01%
+13,278
5078
$49K ﹤0.01%
+34,755
5079
$48K ﹤0.01%
+48,680
5080
$47K ﹤0.01%
+6,670
5081
$46K ﹤0.01%
+16,070
5082
$46K ﹤0.01%
+17,143
5083
$43K ﹤0.01%
+30,850
5084
$43K ﹤0.01%
+19,402
5085
$43K ﹤0.01%
+12,128
5086
$42K ﹤0.01%
+13,294
5087
$42K ﹤0.01%
+16,414
5088
$42K ﹤0.01%
+1,162
5089
$42K ﹤0.01%
+27,968
5090
$42K ﹤0.01%
+1,174
5091
$42K ﹤0.01%
+277,025
5092
$41K ﹤0.01%
+10,105
5093
$40K ﹤0.01%
+14,307
5094
$39K ﹤0.01%
+8
5095
$38K ﹤0.01%
+11,445
5096
$37K ﹤0.01%
+1,184
5097
$37K ﹤0.01%
+15,965
5098
$37K ﹤0.01%
+20,593
5099
$36K ﹤0.01%
+2,659
5100
$35K ﹤0.01%
+22,294