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
701
$44.1M 0.02%
+2,122,775
702
$44.1M 0.02%
+8,014,605
703
$44.1M 0.02%
+258,373
704
$44.1M 0.02%
+631,223
705
$43.9M 0.02%
+1,281,129
706
$43.9M 0.02%
+3,669,290
707
$43.9M 0.02%
+1,065,263
708
$43.8M 0.02%
+1,850,380
709
$43.3M 0.02%
+1,051,982
710
$43.1M 0.02%
+897,696
711
$43.1M 0.02%
+1,501,568
712
$43.1M 0.02%
+806,599
713
$43.1M 0.02%
+1,917,202
714
$43M 0.02%
+632,323
715
$43M 0.02%
+1,109,095
716
$42.9M 0.02%
+506,280
717
$42.8M 0.02%
+381,297
718
$42.6M 0.02%
+515,665
719
$42.3M 0.02%
+2,666,101
720
$42.2M 0.02%
+531,310
721
$42.2M 0.02%
+3,170,989
722
$42.1M 0.02%
+4,143,514
723
$42.1M 0.02%
+120,696
724
$42M 0.02%
+1,429,393
725
$42M 0.02%
+2,404,417
27 28
29
30 31