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
1176
$19.8M 0.01%
+472,826
1177
$19.8M 0.01%
+1,834,332
1178
$19.8M 0.01%
+349,286
1179
$19.8M 0.01%
+1,047,708
1180
$19.8M 0.01%
+536,294
1181
$19.7M 0.01%
+1,274,745
1182
$19.7M 0.01%
+550,893
1183
$19.7M 0.01%
+602,906
1184
$19.7M 0.01%
+1,417,575
1185
$19.7M 0.01%
+236,506
1186
$19.7M 0.01%
+395,337
1187
$19.6M 0.01%
+2,495,315
1188
$19.6M 0.01%
+497,244
1189
$19.6M 0.01%
+1,515,108
1190
$19.5M 0.01%
+1,513,599
1191
$19.5M 0.01%
+500,235
1192
$19.5M 0.01%
+559,334
1193
$19.5M 0.01%
+462,511
1194
$19.4M 0.01%
+695,812
1195
$19.4M 0.01%
+645,829
1196
$19.4M 0.01%
+25,326
1197
$19.4M 0.01%
+1,265,179
1198
$19.3M 0.01%
+2,795,520
1199
$19.3M 0.01%
+450,320
1200
$19.3M 0.01%
+1,018,359
46 47
48
49 50