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
1676
$10.2M 0.01%
+370,424
1677
$10.2M 0.01%
+509,642
1678
$10.2M 0.01%
+1,615,821
1679
$10.2M 0.01%
+1,452,987
1680
$10.2M 0.01%
+402,378
1681
$10.1M 0.01%
+1,083,543
1682
$10.1M 0.01%
+2,283,690
1683
$10.1M 0.01%
+465,612
1684
$10.1M 0.01%
+578,005
1685
$10.1M 0.01%
+117,203
1686
$10M 0.01%
+553,782
1687
$10M 0.01%
+964,910
1688
$10M 0.01%
+298,555
1689
$10M 0.01%
+1,592,864
1690
$10M 0.01%
+1,007,276
1691
$10M 0.01%
+511,479
1692
$9.96M 0.01%
+91,686
1693
$9.96M 0.01%
+1,708,684
1694
$9.95M 0.01%
+860,285
1695
$9.95M 0.01%
+153,563
1696
$9.94M 0.01%
+367,383
1697
$9.93M 0.01%
+48,257
1698
$9.92M 0.01%
+509,569
1699
$9.9M 0.01%
+1,265,904
1700
$9.9M 0.01%
+358,601