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
2051
$6.49M ﹤0.01%
+168,412
2052
$6.48M ﹤0.01%
+308,256
2053
$6.47M ﹤0.01%
+77,265
2054
$6.45M ﹤0.01%
+522,880
2055
$6.44M ﹤0.01%
+347,483
2056
$6.41M ﹤0.01%
+137,041
2057
$6.41M ﹤0.01%
+113,574
2058
$6.4M ﹤0.01%
+813,323
2059
$6.37M ﹤0.01%
+326,549
2060
$6.37M ﹤0.01%
+315,924
2061
$6.36M ﹤0.01%
+80,008
2062
$6.36M ﹤0.01%
+427,709
2063
$6.36M ﹤0.01%
+134,664
2064
$6.35M ﹤0.01%
+340,508
2065
$6.34M ﹤0.01%
+85,053
2066
$6.34M ﹤0.01%
+241,363
2067
$6.33M ﹤0.01%
+843,675
2068
$6.33M ﹤0.01%
+138,085
2069
$6.32M ﹤0.01%
+538,937
2070
$6.31M ﹤0.01%
+120,954
2071
$6.3M ﹤0.01%
+474,827
2072
$6.3M ﹤0.01%
+262,383
2073
$6.29M ﹤0.01%
+260,578
2074
$6.29M ﹤0.01%
+586,459
2075
$6.29M ﹤0.01%
+313,797
81 82
83
84 85