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
826
$34.5M 0.02%
+1,489,264
827
$34.5M 0.02%
+424,409
828
$34.5M 0.02%
+2,466,938
829
$34.4M 0.02%
+976,147
830
$34.4M 0.02%
+1,340,584
831
$34.4M 0.02%
+627,462
832
$34.4M 0.02%
+823,620
833
$34.3M 0.02%
+5,485,478
834
$34.3M 0.02%
+618,225
835
$34.3M 0.02%
+624,911
836
$34.2M 0.02%
+347,251
837
$34.2M 0.02%
+1,656,262
838
$34.2M 0.02%
+663,694
839
$34.1M 0.02%
+2,397,806
840
$34.1M 0.02%
+1,295,454
841
$34M 0.02%
+538,680
842
$34M 0.02%
+613,296
843
$34M 0.02%
+1,303,041
844
$34M 0.02%
+384,052
845
$33.8M 0.02%
+1,499,303
846
$33.8M 0.02%
+2,078,806
847
$33.7M 0.02%
+1,272,874
848
$33.6M 0.02%
+1,652,295
849
$33.5M 0.02%
+2,250,452
850
$33.5M 0.02%
+510,937
32 33
34
35 36