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
1126
$21.6M 0.01%
+605,710
1127
$21.6M 0.01%
+992,735
1128
$21.5M 0.01%
+1,838,703
1129
$21.4M 0.01%
+1,433,918
1130
$21.3M 0.01%
+1,166,857
1131
$21.3M 0.01%
+1,494,931
1132
$21.3M 0.01%
+2,161,751
1133
$21.2M 0.01%
+846,100
1134
$21.2M 0.01%
+475,455
1135
$21.2M 0.01%
+3,612,591
1136
$21.2M 0.01%
+501,870
1137
$21.2M 0.01%
+995,633
1138
$21.2M 0.01%
+1,496,780
1139
$21.1M 0.01%
+777,496
1140
$21.1M 0.01%
+508,310
1141
$21M 0.01%
+247,926
1142
$21M 0.01%
+1,294,239
1143
$21M 0.01%
+270,976
1144
$21M 0.01%
+642,476
1145
$21M 0.01%
+392,040
1146
$21M 0.01%
+838,016
1147
$20.9M 0.01%
+243,176
1148
$20.8M 0.01%
+393,843
1149
$20.8M 0.01%
+3,083,282
1150
$20.7M 0.01%
+829,957
44 45
46
47 48