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
1801
$8.52M ﹤0.01%
+317,659
1802
$8.5M ﹤0.01%
+94,135
1803
$8.48M ﹤0.01%
+587,139
1804
$8.47M ﹤0.01%
+302,179
1805
$8.47M ﹤0.01%
+325,911
1806
$8.47M ﹤0.01%
+1,591,823
1807
$8.47M ﹤0.01%
+686,923
1808
$8.43M ﹤0.01%
+8,926
1809
$8.43M ﹤0.01%
+328,970
1810
$8.42M ﹤0.01%
+479,485
1811
$8.39M ﹤0.01%
+307,039
1812
$8.39M ﹤0.01%
+619,626
1813
$8.39M ﹤0.01%
+159,286
1814
$8.38M ﹤0.01%
+130,285
1815
$8.36M ﹤0.01%
+35,705
1816
$8.35M ﹤0.01%
+2,413,275
1817
$8.34M ﹤0.01%
+426,743
1818
$8.34M ﹤0.01%
+471,714
1819
$8.31M ﹤0.01%
+535,563
1820
$8.29M ﹤0.01%
+874,813
1821
$8.28M ﹤0.01%
+143,119
1822
$8.27M ﹤0.01%
+148,959
1823
$8.24M ﹤0.01%
+85,553
1824
$8.24M ﹤0.01%
+548,708
1825
$8.23M ﹤0.01%
+297,299