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
1326
$16.1M 0.01%
+188,508
1327
$16.1M 0.01%
+164,701
1328
$16M 0.01%
+161,792
1329
$16M 0.01%
+1,172,467
1330
$16M 0.01%
+642,106
1331
$16M 0.01%
+244,315
1332
$15.9M 0.01%
+245,215
1333
$15.9M 0.01%
+3,461,959
1334
$15.9M 0.01%
+735,722
1335
$15.9M 0.01%
+299,478
1336
$15.9M 0.01%
+510,481
1337
$15.8M 0.01%
+1,607,767
1338
$15.8M 0.01%
+284,023
1339
$15.8M 0.01%
+614,969
1340
$15.8M 0.01%
+3,841,032
1341
$15.7M 0.01%
+514,510
1342
$15.7M 0.01%
+34,257
1343
$15.7M 0.01%
+409,288
1344
$15.6M 0.01%
+1,330,350
1345
$15.6M 0.01%
+459,021
1346
$15.6M 0.01%
+600,600
1347
$15.6M 0.01%
+377,759
1348
$15.6M 0.01%
+478,016
1349
$15.6M 0.01%
+1,537,885
1350
$15.6M 0.01%
+140,821
52 53
54
55 56