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
1451
$13.4M 0.01%
+1,740,194
1452
$13.4M 0.01%
+2,091,026
1453
$13.4M 0.01%
+994,280
1454
$13.4M 0.01%
+287,701
1455
$13.4M 0.01%
+499,400
1456
$13.4M 0.01%
+598,928
1457
$13.4M 0.01%
+684,798
1458
$13.3M 0.01%
+449,381
1459
$13.3M 0.01%
+535,500
1460
$13.3M 0.01%
+727,967
1461
$13.3M 0.01%
+406,950
1462
$13.3M 0.01%
+228,949
1463
$13.3M 0.01%
+959
1464
$13.3M 0.01%
+474,561
1465
$13.2M 0.01%
+760,285
1466
$13.2M 0.01%
+1,106,148
1467
$13.2M 0.01%
+370,388
1468
$13.2M 0.01%
+269,519
1469
$13.2M 0.01%
+303,897
1470
$13.1M 0.01%
+322,723
1471
$13.1M 0.01%
+907,407
1472
$13.1M 0.01%
+521,634
1473
$13.1M 0.01%
+414,875
1474
$13.1M 0.01%
+25,518
1475
$13M 0.01%
+359,696
57 58
59
60 61