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
1951
$7.18M ﹤0.01%
+285,190
1952
$7.17M ﹤0.01%
+249,598
1953
$7.17M ﹤0.01%
+211,801
1954
$7.16M ﹤0.01%
+125,956
1955
$7.15M ﹤0.01%
+339,676
1956
$7.14M ﹤0.01%
+1,370,616
1957
$7.14M ﹤0.01%
+142,284
1958
$7.13M ﹤0.01%
+408,982
1959
$7.13M ﹤0.01%
+323,840
1960
$7.13M ﹤0.01%
+88,760
1961
$7.13M ﹤0.01%
+292,276
1962
$7.13M ﹤0.01%
+226,828
1963
$7.12M ﹤0.01%
+140,966
1964
$7.1M ﹤0.01%
+345,189
1965
$7.1M ﹤0.01%
+273,840
1966
$7.09M ﹤0.01%
+358,967
1967
$7.09M ﹤0.01%
+272,705
1968
$7.09M ﹤0.01%
+158,022
1969
$7.09M ﹤0.01%
+1,152,190
1970
$7.07M ﹤0.01%
+1,140,806
1971
$7.06M ﹤0.01%
+2,369,137
1972
$7.05M ﹤0.01%
+952,088
1973
$7.03M ﹤0.01%
+208,683
1974
$7.01M ﹤0.01%
+317,937
1975
$7.01M ﹤0.01%
+267,501
77 78
79
80 81