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
1351
$15.6M 0.01%
+2,868,980
1352
$15.6M 0.01%
+398,364
1353
$15.5M 0.01%
+282,293
1354
$15.5M 0.01%
+606,248
1355
$15.4M 0.01%
+622,068
1356
$15.4M 0.01%
+1,217,331
1357
$15.4M 0.01%
+591,665
1358
$15.4M 0.01%
+660,360
1359
$15.4M 0.01%
+52,766
1360
$15.4M 0.01%
+948,413
1361
$15.4M 0.01%
+699,796
1362
$15.4M 0.01%
+205,715
1363
$15.4M 0.01%
+1,404,711
1364
$15.4M 0.01%
+168,450
1365
$15.3M 0.01%
+261,507
1366
$15.3M 0.01%
+695,750
1367
$15.3M 0.01%
+1,215,116
1368
$15.3M 0.01%
+450,360
1369
$15.2M 0.01%
+3,963,809
1370
$15.2M 0.01%
+427,950
1371
$15.2M 0.01%
+1,587,735
1372
$15.1M 0.01%
+1,379,004
1373
$15.1M 0.01%
+1,056,901
1374
$15.1M 0.01%
+205,172
1375
$15.1M 0.01%
+269,746
53 54
55
56 57