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
926
$28.8M 0.01%
+2,173,124
927
$28.7M 0.01%
+278,592
928
$28.7M 0.01%
+879,922
929
$28.7M 0.01%
+8,196,073
930
$28.6M 0.01%
+1,159,906
931
$28.5M 0.01%
+1,279,687
932
$28.4M 0.01%
+834,294
933
$28.4M 0.01%
+1,990,562
934
$28.4M 0.01%
+12,175,140
935
$28.4M 0.01%
+853,854
936
$28.3M 0.01%
+560,809
937
$28.2M 0.01%
+710,043
938
$28.2M 0.01%
+467,400
939
$28.2M 0.01%
+2,946,755
940
$28.2M 0.01%
+1,631,984
941
$28.2M 0.01%
+7,537,970
942
$28.1M 0.01%
+124,437
943
$28.1M 0.01%
+1,527,189
944
$28.1M 0.01%
+264,888
945
$28.1M 0.01%
+1,336,444
946
$28M 0.01%
+615,256
947
$28M 0.01%
+1,003,249
948
$28M 0.01%
+417,724
949
$27.9M 0.01%
+3,688,950
950
$27.9M 0.01%
+719,486
36 37
38
39 40