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
1376
$15.1M 0.01%
+871,759
1377
$15.1M 0.01%
+602,194
1378
$15.1M 0.01%
+375,462
1379
$15M 0.01%
+454,307
1380
$15M 0.01%
+133,663
1381
$15M 0.01%
+287,422
1382
$15M 0.01%
+136,374
1383
$15M 0.01%
+1,242,922
1384
$14.9M 0.01%
+686,476
1385
$14.9M 0.01%
+250,385
1386
$14.9M 0.01%
+996,490
1387
$14.8M 0.01%
+606,805
1388
$14.8M 0.01%
+693,927
1389
$14.8M 0.01%
+361,512
1390
$14.8M 0.01%
+711,620
1391
$14.8M 0.01%
+340,039
1392
$14.7M 0.01%
+161,321
1393
$14.7M 0.01%
+721,424
1394
$14.7M 0.01%
+224,691
1395
$14.7M 0.01%
+476,669
1396
$14.7M 0.01%
+495,033
1397
$14.7M 0.01%
+297,672
1398
$14.6M 0.01%
+722,956
1399
$14.6M 0.01%
+332,229
1400
$14.6M 0.01%
+319,436