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
1776
$8.81M ﹤0.01%
+232,574
1777
$8.81M ﹤0.01%
+219,640
1778
$8.77M ﹤0.01%
+363,171
1779
$8.77M ﹤0.01%
+471,232
1780
$8.74M ﹤0.01%
+101,050
1781
$8.73M ﹤0.01%
+1,089,557
1782
$8.72M ﹤0.01%
+661,035
1783
$8.71M ﹤0.01%
+1,127,574
1784
$8.69M ﹤0.01%
+46,144
1785
$8.69M ﹤0.01%
+479,335
1786
$8.68M ﹤0.01%
+1,222,868
1787
$8.68M ﹤0.01%
+526,069
1788
$8.66M ﹤0.01%
+287,124
1789
$8.64M ﹤0.01%
+314,226
1790
$8.62M ﹤0.01%
+400,943
1791
$8.62M ﹤0.01%
+417,803
1792
$8.61M ﹤0.01%
+219,238
1793
$8.59M ﹤0.01%
+215,641
1794
$8.57M ﹤0.01%
+129,076
1795
$8.57M ﹤0.01%
+262,255
1796
$8.56M ﹤0.01%
+266
1797
$8.55M ﹤0.01%
+341,416
1798
$8.54M ﹤0.01%
+910,857
1799
$8.53M ﹤0.01%
+653,604
1800
$8.52M ﹤0.01%
+433,199
70 71
72
73 74