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
1851
$8.01M ﹤0.01%
+574,985
1852
$8M ﹤0.01%
+688,071
1853
$8M ﹤0.01%
+322,035
1854
$7.99M ﹤0.01%
+257,483
1855
$7.98M ﹤0.01%
+19,965
1856
$7.98M ﹤0.01%
+672,285
1857
$7.98M ﹤0.01%
+227,817
1858
$7.98M ﹤0.01%
+117,373
1859
$7.97M ﹤0.01%
+361,274
1860
$7.97M ﹤0.01%
+349,953
1861
$7.96M ﹤0.01%
+231,813
1862
$7.95M ﹤0.01%
+1,016,919
1863
$7.95M ﹤0.01%
+696,641
1864
$7.94M ﹤0.01%
+619,700
1865
$7.94M ﹤0.01%
+91,410
1866
$7.93M ﹤0.01%
+204,288
1867
$7.93M ﹤0.01%
+285,619
1868
$7.93M ﹤0.01%
+844,992
1869
$7.92M ﹤0.01%
+625,050
1870
$7.9M ﹤0.01%
+402,736
1871
$7.9M ﹤0.01%
+469,509
1872
$7.88M ﹤0.01%
+393,834
1873
$7.87M ﹤0.01%
+259,178
1874
$7.87M ﹤0.01%
+536,843
1875
$7.87M ﹤0.01%
+230,643
73 74
75
76 77