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
951
$27.9M 0.01%
+607,016
952
$27.7M 0.01%
+1,057,119
953
$27.7M 0.01%
+2,154,096
954
$27.7M 0.01%
+601,283
955
$27.6M 0.01%
+394,941
956
$27.6M 0.01%
+786,380
957
$27.6M 0.01%
+447,142
958
$27.6M 0.01%
+299,008
959
$27.6M 0.01%
+2,892,107
960
$27.5M 0.01%
+292,783
961
$27.5M 0.01%
+482,858
962
$27.5M 0.01%
+1,970,557
963
$27.5M 0.01%
+411,565
964
$27.4M 0.01%
+606,611
965
$27.4M 0.01%
+1,057,025
966
$27.4M 0.01%
+1,215,531
967
$27.4M 0.01%
+951,574
968
$27.3M 0.01%
+422,750
969
$27.3M 0.01%
+610,267
970
$27.3M 0.01%
+645,582
971
$27.3M 0.01%
+423,852
972
$27.2M 0.01%
+242,023
973
$27.1M 0.01%
+535,951
974
$27.1M 0.01%
+3,558,368
975
$27.1M 0.01%
+445,301
37 38
39
40 41