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
1276
$16.9M 0.01%
+504,812
1277
$16.9M 0.01%
+4,825,070
1278
$16.9M 0.01%
+393,835
1279
$16.8M 0.01%
+785,239
1280
$16.8M 0.01%
+477,792
1281
$16.8M 0.01%
+88,259
1282
$16.8M 0.01%
+274,312
1283
$16.8M 0.01%
+320,818
1284
$16.7M 0.01%
+1,131,811
1285
$16.7M 0.01%
+278,519
1286
$16.7M 0.01%
+4,177,589
1287
$16.7M 0.01%
+673,342
1288
$16.7M 0.01%
+1,396,667
1289
$16.6M 0.01%
+489,303
1290
$16.6M 0.01%
+160,247
1291
$16.6M 0.01%
+883,245
1292
$16.5M 0.01%
+1,310,633
1293
$16.5M 0.01%
+614,630
1294
$16.5M 0.01%
+324,026
1295
$16.5M 0.01%
+904,795
1296
$16.5M 0.01%
+577,544
1297
$16.4M 0.01%
+274,277
1298
$16.4M 0.01%
+1,453,260
1299
$16.4M 0.01%
+263,580
1300
$16.4M 0.01%
+419,497