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
1651
$10.5M 0.01%
+541,765
1652
$10.4M 0.01%
+523,538
1653
$10.4M 0.01%
+285,736
1654
$10.4M 0.01%
+237,380
1655
$10.4M 0.01%
+167,003
1656
$10.4M 0.01%
+280,497
1657
$10.4M 0.01%
+434,366
1658
$10.4M 0.01%
+378,202
1659
$10.4M 0.01%
+1,282,045
1660
$10.3M 0.01%
+448,938
1661
$10.3M 0.01%
+330,096
1662
$10.3M 0.01%
+375,802
1663
$10.3M 0.01%
+489,426
1664
$10.3M 0.01%
+656,792
1665
$10.3M 0.01%
+409,466
1666
$10.3M 0.01%
+252,972
1667
$10.3M 0.01%
+207,207
1668
$10.3M 0.01%
+253,524
1669
$10.3M 0.01%
+1,127,725
1670
$10.3M 0.01%
+348,568
1671
$10.2M 0.01%
+543,409
1672
$10.2M 0.01%
+8,609
1673
$10.2M 0.01%
+156,750
1674
$10.2M 0.01%
+308,491
1675
$10.2M 0.01%
+491,822
65 66
67
68 69