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
2101
$6.09M ﹤0.01%
+195,460
2102
$6.08M ﹤0.01%
+228,408
2103
$6.08M ﹤0.01%
+683,243
2104
$6.06M ﹤0.01%
+2,973,088
2105
$6.05M ﹤0.01%
+113,725
2106
$6.05M ﹤0.01%
+403,906
2107
$6.04M ﹤0.01%
+125,794
2108
$6.04M ﹤0.01%
+151,393
2109
$6.03M ﹤0.01%
+149,049
2110
$6.01M ﹤0.01%
+1,123,269
2111
$6.01M ﹤0.01%
+959,520
2112
$6M ﹤0.01%
+446,445
2113
$6M ﹤0.01%
+190,277
2114
$5.99M ﹤0.01%
+24,123
2115
$5.98M ﹤0.01%
+266,067
2116
$5.97M ﹤0.01%
+716,182
2117
$5.97M ﹤0.01%
+1,254,736
2118
$5.97M ﹤0.01%
+333,538
2119
$5.95M ﹤0.01%
+121,643
2120
$5.94M ﹤0.01%
+94,192
2121
$5.94M ﹤0.01%
+208,995
2122
$5.94M ﹤0.01%
+996,499
2123
$5.93M ﹤0.01%
+109,438
2124
$5.91M ﹤0.01%
+162,442
2125
$5.9M ﹤0.01%
+141,812
83 84
85
86 87