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
1201
$19.2M 0.01%
+457,075
1202
$19.2M 0.01%
+399,202
1203
$19.2M 0.01%
+421,126
1204
$19.2M 0.01%
+2,567,838
1205
$19.1M 0.01%
+736,440
1206
$19.1M 0.01%
+763,886
1207
$19.1M 0.01%
+321,819
1208
$19M 0.01%
+421,932
1209
$19M 0.01%
+282,210
1210
$18.9M 0.01%
+965,433
1211
$18.9M 0.01%
+836,883
1212
$18.8M 0.01%
+64,172
1213
$18.8M 0.01%
+1,432,930
1214
$18.8M 0.01%
+216,266
1215
$18.8M 0.01%
+630,590
1216
$18.8M 0.01%
+510,589
1217
$18.8M 0.01%
+3,685,132
1218
$18.8M 0.01%
+654,490
1219
$18.7M 0.01%
+382,717
1220
$18.6M 0.01%
+504,948
1221
$18.6M 0.01%
+244,211
1222
$18.6M 0.01%
+605,362
1223
$18.6M 0.01%
+286,793
1224
$18.6M 0.01%
+1,058,423
1225
$18.5M 0.01%
+304,975
47 48
49
50 51