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
2126
$5.9M ﹤0.01%
+143,706
2127
$5.89M ﹤0.01%
+338,138
2128
$5.89M ﹤0.01%
+417,676
2129
$5.88M ﹤0.01%
+421,585
2130
$5.88M ﹤0.01%
+102,720
2131
$5.87M ﹤0.01%
+190,896
2132
$5.85M ﹤0.01%
+173,456
2133
$5.85M ﹤0.01%
+275,088
2134
$5.84M ﹤0.01%
+281,017
2135
$5.84M ﹤0.01%
+122,558
2136
$5.81M ﹤0.01%
+274,512
2137
$5.81M ﹤0.01%
+444,732
2138
$5.79M ﹤0.01%
+47,006
2139
$5.78M ﹤0.01%
+436,255
2140
$5.78M ﹤0.01%
+102,365
2141
$5.77M ﹤0.01%
+552,535
2142
$5.77M ﹤0.01%
+439,322
2143
$5.77M ﹤0.01%
+279,773
2144
$5.76M ﹤0.01%
+170,683
2145
$5.76M ﹤0.01%
+449,599
2146
$5.73M ﹤0.01%
+234,016
2147
$5.73M ﹤0.01%
+119,298
2148
$5.73M ﹤0.01%
+569,173
2149
$5.72M ﹤0.01%
+212,601
2150
$5.72M ﹤0.01%
+420,414