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
1151
$20.7M 0.01%
+632,129
1152
$20.7M 0.01%
+861,996
1153
$20.6M 0.01%
+1,125,870
1154
$20.6M 0.01%
+816,721
1155
$20.5M 0.01%
+752,089
1156
$20.5M 0.01%
+1,245,126
1157
$20.5M 0.01%
+475,844
1158
$20.4M 0.01%
+482,604
1159
$20.4M 0.01%
+473,984
1160
$20.4M 0.01%
+2,199,089
1161
$20.4M 0.01%
+883,833
1162
$20.3M 0.01%
+550,833
1163
$20.2M 0.01%
+512,074
1164
$20.1M 0.01%
+1,371,090
1165
$20.1M 0.01%
+210,794
1166
$20.1M 0.01%
+583,556
1167
$20M 0.01%
+619,409
1168
$20M 0.01%
+211,428
1169
$20M 0.01%
+681,110
1170
$19.9M 0.01%
+289,743
1171
$19.9M 0.01%
+770,918
1172
$19.9M 0.01%
+717,694
1173
$19.9M 0.01%
+1,719,238
1174
$19.8M 0.01%
+396,262
1175
$19.8M 0.01%
+973,204
45 46
47
48 49