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
1301
$16.4M 0.01%
+501,114
1302
$16.4M 0.01%
+1,517,691
1303
$16.4M 0.01%
+1,338,709
1304
$16.4M 0.01%
+874,067
1305
$16.3M 0.01%
+64,829
1306
$16.3M 0.01%
+336,834
1307
$16.3M 0.01%
+4,242,248
1308
$16.3M 0.01%
+305,627
1309
$16.3M 0.01%
+2,204,746
1310
$16.3M 0.01%
+1,455,585
1311
$16.3M 0.01%
+227,577
1312
$16.3M 0.01%
+324,393
1313
$16.3M 0.01%
+1,453,512
1314
$16.3M 0.01%
+494,441
1315
$16.3M 0.01%
+509,261
1316
$16.2M 0.01%
+619,140
1317
$16.2M 0.01%
+649,030
1318
$16.2M 0.01%
+1,725,836
1319
$16.2M 0.01%
+352,172
1320
$16.2M 0.01%
+453,300
1321
$16.2M 0.01%
+1,113,830
1322
$16.2M 0.01%
+1,405,129
1323
$16.2M 0.01%
+249,101
1324
$16.1M 0.01%
+779,800
1325
$16.1M 0.01%
+692,000