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
1826
$8.23M ﹤0.01%
+452,820
1827
$8.23M ﹤0.01%
+355,853
1828
$8.2M ﹤0.01%
+146,484
1829
$8.19M ﹤0.01%
+286,051
1830
$8.19M ﹤0.01%
+358,722
1831
$8.17M ﹤0.01%
+405,427
1832
$8.14M ﹤0.01%
+1,377,790
1833
$8.14M ﹤0.01%
+246,806
1834
$8.13M ﹤0.01%
+683,106
1835
$8.13M ﹤0.01%
+495,522
1836
$8.12M ﹤0.01%
+203,586
1837
$8.1M ﹤0.01%
+339,879
1838
$8.08M ﹤0.01%
+1,131,356
1839
$8.08M ﹤0.01%
+233,740
1840
$8.07M ﹤0.01%
+147,960
1841
$8.07M ﹤0.01%
+271,020
1842
$8.06M ﹤0.01%
+397,938
1843
$8.06M ﹤0.01%
+242,372
1844
$8.04M ﹤0.01%
+324,366
1845
$8.04M ﹤0.01%
+548,239
1846
$8.03M ﹤0.01%
+277,796
1847
$8.03M ﹤0.01%
+330,674
1848
$8.03M ﹤0.01%
+1,428,481
1849
$8.03M ﹤0.01%
+146,915
1850
$8.02M ﹤0.01%
+2,008,776