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
1501
$12.7M 0.01%
+543,353
1502
$12.7M 0.01%
+96,654
1503
$12.6M 0.01%
+113,053
1504
$12.6M 0.01%
+982,091
1505
$12.6M 0.01%
+789,089
1506
$12.6M 0.01%
+161,739
1507
$12.6M 0.01%
+961,788
1508
$12.6M 0.01%
+1,884,791
1509
$12.6M 0.01%
+758,398
1510
$12.6M 0.01%
+448,029
1511
$12.5M 0.01%
+530,872
1512
$12.5M 0.01%
+215,191
1513
$12.5M 0.01%
+259,594
1514
$12.5M 0.01%
+177,563
1515
$12.5M 0.01%
+567,071
1516
$12.5M 0.01%
+337,087
1517
$12.5M 0.01%
+1,179,625
1518
$12.5M 0.01%
+997,712
1519
$12.4M 0.01%
+396,291
1520
$12.4M 0.01%
+659,397
1521
$12.4M 0.01%
+54,660
1522
$12.4M 0.01%
+90,996
1523
$12.4M 0.01%
+135,361
1524
$12.4M 0.01%
+627,347
1525
$12.4M 0.01%
+85,437
59 60
61
62 63