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
1476
$13M 0.01%
+1,235,511
1477
$13M 0.01%
+668,722
1478
$13M 0.01%
+345,264
1479
$13M 0.01%
+732,425
1480
$13M 0.01%
+209,392
1481
$12.9M 0.01%
+1,044,622
1482
$12.9M 0.01%
+336,250
1483
$12.9M 0.01%
+558,484
1484
$12.9M 0.01%
+920,548
1485
$12.8M 0.01%
+1,684,159
1486
$12.8M 0.01%
+562,046
1487
$12.8M 0.01%
+261,851
1488
$12.8M 0.01%
+462,043
1489
$12.8M 0.01%
+190,754
1490
$12.8M 0.01%
+201,486
1491
$12.8M 0.01%
+633,021
1492
$12.7M 0.01%
+1,009,975
1493
$12.7M 0.01%
+415,538
1494
$12.7M 0.01%
+366,951
1495
$12.7M 0.01%
+1,007,198
1496
$12.7M 0.01%
+605,673
1497
$12.7M 0.01%
+399,279
1498
$12.7M 0.01%
+784,460
1499
$12.7M 0.01%
+275,393
1500
$12.7M 0.01%
+205,437
58 59
60
61 62