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
1526
$12.4M 0.01%
+380,837
1527
$12.4M 0.01%
+2,145,774
1528
$12.3M 0.01%
+2,848,254
1529
$12.3M 0.01%
+435,957
1530
$12.3M 0.01%
+596,452
1531
$12.3M 0.01%
+910,913
1532
$12.3M 0.01%
+301,733
1533
$12.3M 0.01%
+601,049
1534
$12.2M 0.01%
+727,835
1535
$12.2M 0.01%
+72,987
1536
$12.2M 0.01%
+555,234
1537
$12.1M 0.01%
+379,895
1538
$12.1M 0.01%
+1,011,649
1539
$12.1M 0.01%
+373,144
1540
$12.1M 0.01%
+466,000
1541
$12.1M 0.01%
+551,669
1542
$12.1M 0.01%
+608,246
1543
$12.1M 0.01%
+576,178
1544
$12.1M 0.01%
+1,655,050
1545
$12.1M 0.01%
+149,081
1546
$12.1M 0.01%
+1,893,708
1547
$12M 0.01%
+739,738
1548
$12M 0.01%
+666,852
1549
$12M 0.01%
+2,013,743
1550
$12M 0.01%
+1,843,488
60 61
62
63 64