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
1251
$17.6M 0.01%
+2,015,625
1252
$17.6M 0.01%
+208,017
1253
$17.5M 0.01%
+401,512
1254
$17.5M 0.01%
+217,713
1255
$17.5M 0.01%
+281,480
1256
$17.5M 0.01%
+824,662
1257
$17.5M 0.01%
+221,707
1258
$17.4M 0.01%
+241,214
1259
$17.4M 0.01%
+619,330
1260
$17.4M 0.01%
+267,421
1261
$17.3M 0.01%
+993,478
1262
$17.3M 0.01%
+1,487,783
1263
$17.3M 0.01%
+617,923
1264
$17.2M 0.01%
+3,314,971
1265
$17.2M 0.01%
+1,765,667
1266
$17.2M 0.01%
+517,518
1267
$17.2M 0.01%
+878,641
1268
$17.2M 0.01%
+354,941
1269
$17.2M 0.01%
+980,135
1270
$17.1M 0.01%
+699,499
1271
$17M 0.01%
+552,486
1272
$17M 0.01%
+1,050,100
1273
$17M 0.01%
+1,843,439
1274
$16.9M 0.01%
+3,389,481
1275
$16.9M 0.01%
+266,703