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
1751
$9.21M ﹤0.01%
+331,424
1752
$9.2M ﹤0.01%
+704,721
1753
$9.19M ﹤0.01%
+272,406
1754
$9.18M ﹤0.01%
+153,470
1755
$9.18M ﹤0.01%
+554,882
1756
$9.17M ﹤0.01%
+389,634
1757
$9.15M ﹤0.01%
+405,977
1758
$9.11M ﹤0.01%
+271,279
1759
$9.07M ﹤0.01%
+307,813
1760
$9.05M ﹤0.01%
+405,549
1761
$9.04M ﹤0.01%
+141,736
1762
$9.01M ﹤0.01%
+792,859
1763
$9.01M ﹤0.01%
+223,334
1764
$9.01M ﹤0.01%
+198,168
1765
$8.99M ﹤0.01%
+153,562
1766
$8.98M ﹤0.01%
+635,865
1767
$8.97M ﹤0.01%
+426,134
1768
$8.94M ﹤0.01%
+166,284
1769
$8.94M ﹤0.01%
+605,449
1770
$8.92M ﹤0.01%
+523,000
1771
$8.92M ﹤0.01%
+420,926
1772
$8.91M ﹤0.01%
+181,529
1773
$8.91M ﹤0.01%
+621,006
1774
$8.89M ﹤0.01%
+459,041
1775
$8.83M ﹤0.01%
+766,064