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
1626
$10.8M 0.01%
+420,941
1627
$10.8M 0.01%
+345,000
1628
$10.8M 0.01%
+400,888
1629
$10.8M 0.01%
+345,025
1630
$10.8M 0.01%
+793,957
1631
$10.8M 0.01%
+207,394
1632
$10.8M 0.01%
+280,377
1633
$10.7M 0.01%
+171,882
1634
$10.7M 0.01%
+1,020,840
1635
$10.7M 0.01%
+5,421,283
1636
$10.7M 0.01%
+393,218
1637
$10.7M 0.01%
+339,913
1638
$10.7M 0.01%
+616,034
1639
$10.6M 0.01%
+219,524
1640
$10.6M 0.01%
+159,843
1641
$10.6M 0.01%
+505,348
1642
$10.6M 0.01%
+459,402
1643
$10.6M 0.01%
+986,493
1644
$10.6M 0.01%
+3,349,584
1645
$10.6M 0.01%
+175,930
1646
$10.6M 0.01%
+295,188
1647
$10.6M 0.01%
+694,142
1648
$10.5M 0.01%
+328,987
1649
$10.5M 0.01%
+377,764
1650
$10.5M 0.01%
+128,341
64 65
66
67 68