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
5126
$23K ﹤0.01%
+1,515
5127
$22K ﹤0.01%
+2,650
5128
$22K ﹤0.01%
+631
5129
$22K ﹤0.01%
+15,504
5130
$22K ﹤0.01%
+10,251
5131
$20K ﹤0.01%
+1,766
5132
$19K ﹤0.01%
+12,335
5133
$19K ﹤0.01%
+12,256
5134
$17K ﹤0.01%
+12,129
5135
$16K ﹤0.01%
+1
5136
$16K ﹤0.01%
+7,761
5137
$15K ﹤0.01%
+118,302
5138
$15K ﹤0.01%
+19,800
5139
$15K ﹤0.01%
+50,784
5140
$14K ﹤0.01%
+11,314
5141
$14K ﹤0.01%
+3,300
5142
$13K ﹤0.01%
+1,772
5143
$13K ﹤0.01%
+2,400
5144
$11K ﹤0.01%
+333
5145
$11K ﹤0.01%
+23
5146
$11K ﹤0.01%
+16,873
5147
$10K ﹤0.01%
+34,336
5148
$10K ﹤0.01%
+2,143
5149
$9K ﹤0.01%
+1,350
5150
$8K ﹤0.01%
+247,840