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
1576
$11.6M 0.01%
+590,220
1577
$11.6M 0.01%
+620,414
1578
$11.5M 0.01%
+175,352
1579
$11.5M 0.01%
+160,103
1580
$11.4M 0.01%
+313,898
1581
$11.4M 0.01%
+457,636
1582
$11.4M 0.01%
+295,207
1583
$11.4M 0.01%
+373,326
1584
$11.4M 0.01%
+465,987
1585
$11.4M 0.01%
+365,412
1586
$11.4M 0.01%
+394,088
1587
$11.4M 0.01%
+475,710
1588
$11.4M 0.01%
+238,198
1589
$11.4M 0.01%
+503,905
1590
$11.4M 0.01%
+394,276
1591
$11.4M 0.01%
+957,946
1592
$11.3M 0.01%
+604,272
1593
$11.3M 0.01%
+112,386
1594
$11.3M 0.01%
+834,095
1595
$11.3M 0.01%
+512,654
1596
$11.3M 0.01%
+152,545
1597
$11.3M 0.01%
+787,964
1598
$11.2M 0.01%
+354,599
1599
$11.2M 0.01%
+246,467
1600
$11.2M 0.01%
+12,186
62 63
64
65 66