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
501
$71.2M 0.04%
+2,748,125
502
$71.1M 0.04%
+2,879,948
503
$71M 0.04%
+18,406
504
$70.8M 0.04%
+955,186
505
$70.6M 0.04%
+5,295,156
506
$70.5M 0.04%
+2,082,615
507
$70.5M 0.04%
+4,100,503
508
$70.5M 0.04%
+1,568,228
509
$70.3M 0.04%
+1,366,125
510
$69.7M 0.04%
+1,422,120
511
$69.7M 0.04%
+2,090,769
512
$69.7M 0.04%
+851,066
513
$69.3M 0.04%
+2,265,734
514
$69M 0.03%
+1,470,784
515
$68.9M 0.03%
+433,815
516
$68.8M 0.03%
+4,216,004
517
$68.7M 0.03%
+5,323,700
518
$68.7M 0.03%
+1,772,215
519
$68.7M 0.03%
+4,238,400
520
$68.6M 0.03%
+1,569,760
521
$68.5M 0.03%
+4,998,533
522
$68.3M 0.03%
+1,992,561
523
$68.2M 0.03%
+3,212,041
524
$67.8M 0.03%
+1,047,911
525
$67.7M 0.03%
+1,214,354
19 20
21
22 23