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
751
$40M 0.02%
+230,141
752
$39.7M 0.02%
+2,771,319
753
$39.6M 0.02%
+2,083,340
754
$39.4M 0.02%
+2,025,272
755
$39.4M 0.02%
+1,043,220
756
$39.4M 0.02%
+937,296
757
$39.3M 0.02%
+1,366,138
758
$39.3M 0.02%
+929,994
759
$39.2M 0.02%
+1,226,088
760
$39.1M 0.02%
+482,065
761
$39.1M 0.02%
+583,866
762
$39M 0.02%
+912,338
763
$39M 0.02%
+1,286,278
764
$38.9M 0.02%
+1,277,514
765
$38.9M 0.02%
+751,710
766
$38.8M 0.02%
+1,136,921
767
$38.8M 0.02%
+1,037,957
768
$38.5M 0.02%
+867,772
769
$38.5M 0.02%
+1,610,328
770
$38.5M 0.02%
+1,465,142
771
$38.4M 0.02%
+843,259
772
$38.4M 0.02%
+2,042,963
773
$38.2M 0.02%
+3,288,259
774
$38.2M 0.02%
+1,319,448
775
$38.1M 0.02%
+921,469
29 30
31
32 33