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
1026
$25.1M 0.01%
+20,033
1027
$25.1M 0.01%
+1,079,984
1028
$25.1M 0.01%
+1,224,640
1029
$25M 0.01%
+297,526
1030
$24.9M 0.01%
+616,667
1031
$24.9M 0.01%
+823,638
1032
$24.9M 0.01%
+982,482
1033
$24.8M 0.01%
+513,424
1034
$24.7M 0.01%
+635,508
1035
$24.7M 0.01%
+2,195,559
1036
$24.6M 0.01%
+778,181
1037
$24.6M 0.01%
+798,668
1038
$24.5M 0.01%
+382,515
1039
$24.5M 0.01%
+2,349,440
1040
$24.4M 0.01%
+565,269
1041
$24.4M 0.01%
+852,495
1042
$24.4M 0.01%
+705,201
1043
$24.3M 0.01%
+1,239,637
1044
$24.2M 0.01%
+560,910
1045
$24.2M 0.01%
+188,773
1046
$23.9M 0.01%
+1,401,993
1047
$23.9M 0.01%
+534,022
1048
$23.9M 0.01%
+869,980
1049
$23.9M 0.01%
+1,757,690
1050
$23.9M 0.01%
+447,425
40 41
42
43 44