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
1901
$7.65M ﹤0.01%
+526,576
1902
$7.65M ﹤0.01%
+359,595
1903
$7.64M ﹤0.01%
+312,441
1904
$7.64M ﹤0.01%
+246,279
1905
$7.64M ﹤0.01%
+631,210
1906
$7.62M ﹤0.01%
+43,205
1907
$7.62M ﹤0.01%
+546,263
1908
$7.61M ﹤0.01%
+591,413
1909
$7.58M ﹤0.01%
+168,444
1910
$7.56M ﹤0.01%
+262,646
1911
$7.55M ﹤0.01%
+412,022
1912
$7.53M ﹤0.01%
+271,230
1913
– –
0
1914
$7.53M ﹤0.01%
+448,904
1915
$7.5M ﹤0.01%
+1,082,315
1916
$7.5M ﹤0.01%
+546,554
1917
$7.48M ﹤0.01%
+215,480
1918
$7.47M ﹤0.01%
+137,950
1919
$7.46M ﹤0.01%
+265,887
1920
$7.45M ﹤0.01%
+175,875
1921
$7.45M ﹤0.01%
+82,221
1922
$7.44M ﹤0.01%
+448,741
1923
$7.44M ﹤0.01%
+154,957
1924
$7.44M ﹤0.01%
+171,087
1925
$7.43M ﹤0.01%
+351,517
75 76
77
78 79