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
526
$67.1M 0.03%
+1,724,993
527
$67M 0.03%
+1,730,384
528
$66.8M 0.03%
+1,585,000
529
$66.3M 0.03%
+654,842
530
$66.2M 0.03%
+1,813,623
531
$66.2M 0.03%
+6,326,249
532
$66.1M 0.03%
+1,495,132
533
$66.1M 0.03%
+795,006
534
$66M 0.03%
+719,426
535
$65.9M 0.03%
+3,094,671
536
$65.8M 0.03%
+1,595,427
537
$65.6M 0.03%
+1,360,590
538
$65.5M 0.03%
+1,123,840
539
$65.2M 0.03%
+2,706,563
540
$65.2M 0.03%
+1,490,000
541
$65.2M 0.03%
+675,894
542
$64.5M 0.03%
+564,308
543
$64.5M 0.03%
+834,330
544
$64.4M 0.03%
+1,106,718
545
$64.2M 0.03%
+2,597,596
546
$63.8M 0.03%
+4,469,985
547
$63.8M 0.03%
+1,042,199
548
$63.1M 0.03%
+4,955,710
549
$63.1M 0.03%
+1,267,464
550
$63M 0.03%
+728,804
20 21
22
23 24