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
1226
$18.4M 0.01%
+18,860
1227
$18.4M 0.01%
+746,936
1228
$18.4M 0.01%
+1,588,545
1229
$18.4M 0.01%
+335,491
1230
$18.4M 0.01%
+462,486
1231
$18.4M 0.01%
+223,324
1232
$18.3M 0.01%
+325,620
1233
$18.3M 0.01%
+590,954
1234
$18.2M 0.01%
+1,236,796
1235
$18.2M 0.01%
+1,499,799
1236
$18.1M 0.01%
+469,559
1237
$18.1M 0.01%
+473,428
1238
$18.1M 0.01%
+980,929
1239
$18M 0.01%
+439,791
1240
$17.9M 0.01%
+218,020
1241
$17.9M 0.01%
+269,422
1242
$17.8M 0.01%
+1,784,921
1243
$17.8M 0.01%
+479,098
1244
$17.7M 0.01%
+36,250
1245
$17.7M 0.01%
+544,073
1246
$17.6M 0.01%
+507,073
1247
$17.6M 0.01%
+405,253
1248
$17.6M 0.01%
+966,579
1249
$17.6M 0.01%
+185,359
1250
$17.6M 0.01%
+873,560
48 49
50
51 52