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
1926
$7.42M ﹤0.01%
+1,055,718
1927
$7.42M ﹤0.01%
+217,820
1928
$7.42M ﹤0.01%
+202,484
1929
$7.41M ﹤0.01%
+72,670
1930
$7.39M ﹤0.01%
+179,931
1931
$7.39M ﹤0.01%
+141,337
1932
$7.37M ﹤0.01%
+173,377
1933
$7.35M ﹤0.01%
+132,381
1934
$7.33M ﹤0.01%
+195,196
1935
$7.33M ﹤0.01%
+1,308,913
1936
$7.32M ﹤0.01%
+1,726,865
1937
$7.32M ﹤0.01%
+129,036
1938
$7.3M ﹤0.01%
+241,782
1939
$7.26M ﹤0.01%
+149,851
1940
$7.26M ﹤0.01%
+383,247
1941
$7.25M ﹤0.01%
+566,196
1942
$7.25M ﹤0.01%
+201,074
1943
$7.24M ﹤0.01%
+301,912
1944
$7.22M ﹤0.01%
+140,846
1945
$7.22M ﹤0.01%
+529,967
1946
$7.21M ﹤0.01%
+353,321
1947
$7.2M ﹤0.01%
+403,062
1948
$7.19M ﹤0.01%
+558,600
1949
$7.19M ﹤0.01%
+213,786
1950
$7.18M ﹤0.01%
+502,641
76 77
78
79 80