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
676
$47.4M 0.02%
+626,144
677
$47.3M 0.02%
+3,481,092
678
$47M 0.02%
+1,060,386
679
$46.9M 0.02%
+2,223,512
680
$46.9M 0.02%
+1,911,040
681
$46.8M 0.02%
+2,041,342
682
$46.7M 0.02%
+955,026
683
$46.4M 0.02%
+1,181,046
684
$46.2M 0.02%
+2,456,980
685
$46.1M 0.02%
+1,361,887
686
$46M 0.02%
+2,343,595
687
$46M 0.02%
+1,761,645
688
$45.6M 0.02%
+3,694,976
689
$45.6M 0.02%
+2,419,854
690
$45.6M 0.02%
+2,640,428
691
$45.2M 0.02%
+1,001,873
692
$45.2M 0.02%
+6,303
693
$44.8M 0.02%
+1,610,277
694
$44.8M 0.02%
+972,897
695
$44.8M 0.02%
+750,372
696
$44.7M 0.02%
+278,858
697
$44.7M 0.02%
+496,519
698
$44.5M 0.02%
+1,219,356
699
$44.3M 0.02%
+1,451,853
700
$44.3M 0.02%
+2,779,520
26 27
28
29 30