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
776
$38.1M 0.02%
+1,799,245
777
$38.1M 0.02%
+1,001,396
778
$38M 0.02%
+523,312
779
$38M 0.02%
+796,177
780
$38M 0.02%
+1,339,709
781
$37.9M 0.02%
+649,677
782
$37.9M 0.02%
+702,240
783
$37.9M 0.02%
+1,169,500
784
$37.4M 0.02%
+748,677
785
$37.1M 0.02%
+2,929,310
786
$37.1M 0.02%
+762,864
787
$37.1M 0.02%
+4,111,390
788
$37.1M 0.02%
+1,578,248
789
$37M 0.02%
+2,850,883
790
$37M 0.02%
+426,186
791
$37M 0.02%
+105,374,880
792
$37M 0.02%
+1,049,170
793
$37M 0.02%
+1,290,147
794
$36.6M 0.02%
+729,341
795
$36.5M 0.02%
+1,176,116
796
$36.3M 0.02%
+1,306,869
797
$36.2M 0.02%
+1,480,939
798
$36.1M 0.02%
+3,250,859
799
$36.1M 0.02%
+2,652,429
800
$36M 0.02%
+2,715,660
30 31
32
33 34