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
1876
$7.85M ﹤0.01%
+157,412
1877
$7.85M ﹤0.01%
+207,559
1878
$7.83M ﹤0.01%
+123,474
1879
$7.82M ﹤0.01%
+451,727
1880
$7.82M ﹤0.01%
+160,470
1881
$7.82M ﹤0.01%
+380,979
1882
$7.81M ﹤0.01%
+9,697,736
1883
$7.81M ﹤0.01%
+231,554
1884
$7.8M ﹤0.01%
+119,903
1885
$7.79M ﹤0.01%
+157,510
1886
$7.76M ﹤0.01%
+284,804
1887
$7.76M ﹤0.01%
+919,949
1888
$7.76M ﹤0.01%
+574,839
1889
$7.74M ﹤0.01%
+228,912
1890
$7.73M ﹤0.01%
+541,162
1891
$7.72M ﹤0.01%
+457,977
1892
$7.72M ﹤0.01%
+219,912
1893
$7.71M ﹤0.01%
+350,821
1894
$7.71M ﹤0.01%
+668,083
1895
$7.71M ﹤0.01%
+147,739
1896
$7.7M ﹤0.01%
+97,323
1897
$7.7M ﹤0.01%
+35,519
1898
$7.69M ﹤0.01%
+23,418
1899
$7.69M ﹤0.01%
+92,906
1900
$7.67M ﹤0.01%
+148,993
74 75
76
77 78