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
1726
$9.52M ﹤0.01%
+176,839
1727
$9.51M ﹤0.01%
+672,209
1728
$9.49M ﹤0.01%
+431,537
1729
$9.45M ﹤0.01%
+247,414
1730
$9.44M ﹤0.01%
+611,315
1731
$9.44M ﹤0.01%
+155,428
1732
$9.43M ﹤0.01%
+28,906
1733
$9.43M ﹤0.01%
+378,059
1734
$9.43M ﹤0.01%
+524,440
1735
$9.43M ﹤0.01%
+125,728
1736
$9.42M ﹤0.01%
+583,165
1737
$9.41M ﹤0.01%
+402,660
1738
$9.41M ﹤0.01%
+541,200
1739
$9.39M ﹤0.01%
+319,257
1740
$9.36M ﹤0.01%
+279,027
1741
$9.36M ﹤0.01%
+670,624
1742
$9.3M ﹤0.01%
+620,727
1743
$9.3M ﹤0.01%
+199,393
1744
$9.3M ﹤0.01%
+180,486
1745
$9.27M ﹤0.01%
+600,502
1746
$9.26M ﹤0.01%
+820,975
1747
$9.26M ﹤0.01%
+1,653,509
1748
$9.26M ﹤0.01%
+376,314
1749
$9.23M ﹤0.01%
+770,592
1750
$9.22M ﹤0.01%
+118,434