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
1001
$26M 0.01%
+1,953,874
1002
$25.9M 0.01%
+1,292,305
1003
$25.8M 0.01%
+315,177
1004
$25.8M 0.01%
+808,082
1005
$25.8M 0.01%
+4,425,550
1006
$25.7M 0.01%
+206,976
1007
$25.7M 0.01%
+611,146
1008
$25.7M 0.01%
+913,604
1009
$25.6M 0.01%
+1,924,165
1010
$25.6M 0.01%
+969,282
1011
$25.6M 0.01%
+669,385
1012
$25.6M 0.01%
+687,459
1013
$25.6M 0.01%
+1,100,835
1014
$25.4M 0.01%
+722,899
1015
$25.4M 0.01%
+1,532,767
1016
$25.4M 0.01%
+487,228
1017
$25.4M 0.01%
+384,971
1018
$25.4M 0.01%
+608,716
1019
$25.3M 0.01%
+339,619
1020
$25.3M 0.01%
+517,891
1021
$25.3M 0.01%
+363,273
1022
$25.2M 0.01%
+2,031,276
1023
$25.1M 0.01%
+1,538,218
1024
$25.1M 0.01%
+1,745,135
1025
$25.1M 0.01%
+399,227
39 40
41
42 43