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
576
$59.6M 0.03%
+7,074,924
577
$59.5M 0.03%
+1,462,111
578
$59.4M 0.03%
+665,777
579
$59.3M 0.03%
+515,246
580
$58.8M 0.03%
+1,233,744
581
$58.5M 0.03%
+520,292
582
$58.4M 0.03%
+1,546,843
583
$57.9M 0.03%
+1,266,467
584
$57.9M 0.03%
+1,783,288
585
$57.8M 0.03%
+1,323,191
586
$57.7M 0.03%
+1,884,874
587
$57.6M 0.03%
+597,377
588
$57.6M 0.03%
+849,247
589
$57.5M 0.03%
+1,749,376
590
$57.3M 0.03%
+965,346
591
$57.2M 0.03%
+3,538,540
592
$57.1M 0.03%
+2,401,163
593
$57.1M 0.03%
+1,657,438
594
$57M 0.03%
+730,742
595
$56.9M 0.03%
+4,352,031
596
$56.9M 0.03%
+804,146
597
$56.8M 0.03%
+894,924
598
$56.8M 0.03%
+2,993,000
599
$56.7M 0.03%
+2,217,896
600
$56.7M 0.03%
+1,630,677
22 23
24
25 26