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
5101
$35K ﹤0.01%
+13,100
5102
$34K ﹤0.01%
+29,737
5103
$33K ﹤0.01%
+19,045
5104
$33K ﹤0.01%
+352
5105
$33K ﹤0.01%
+32,823
5106
$32K ﹤0.01%
+15,262
5107
$32K ﹤0.01%
+32,573
5108
$31K ﹤0.01%
+1,463
5109
$31K ﹤0.01%
+1
5110
$30K ﹤0.01%
+12,046
5111
$30K ﹤0.01%
+14,887
5112
$30K ﹤0.01%
+11,536
5113
$29K ﹤0.01%
+13,610
5114
$29K ﹤0.01%
+11,714
5115
$28K ﹤0.01%
+359
5116
$28K ﹤0.01%
+3,258
5117
$27K ﹤0.01%
+1,091
5118
$26K ﹤0.01%
+3,525
5119
$26K ﹤0.01%
+10,716
5120
$26K ﹤0.01%
+41,300
5121
$25K ﹤0.01%
+1,751
5122
$25K ﹤0.01%
+36,421
5123
$24K ﹤0.01%
+12,635
5124
$24K ﹤0.01%
+1
5125
$24K ﹤0.01%
+38,544