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
2151
$5.72M ﹤0.01%
+660,769
2152
$5.72M ﹤0.01%
+153,824
2153
$5.72M ﹤0.01%
+63,316
2154
$5.72M ﹤0.01%
+152,071
2155
$5.71M ﹤0.01%
+420,664
2156
$5.71M ﹤0.01%
+324,745
2157
$5.7M ﹤0.01%
+131,939
2158
$5.7M ﹤0.01%
+191,828
2159
$5.69M ﹤0.01%
+495,889
2160
$5.69M ﹤0.01%
+154,918
2161
$5.69M ﹤0.01%
+77,857
2162
$5.69M ﹤0.01%
+687,084
2163
$5.69M ﹤0.01%
+67,949
2164
$5.69M ﹤0.01%
+169,973
2165
$5.67M ﹤0.01%
+236,415
2166
$5.67M ﹤0.01%
+250,319
2167
$5.66M ﹤0.01%
+139,638
2168
$5.66M ﹤0.01%
+336,497
2169
$5.66M ﹤0.01%
+212,268
2170
$5.65M ﹤0.01%
+982,822
2171
$5.65M ﹤0.01%
+144,204
2172
$5.63M ﹤0.01%
+433,451
2173
$5.63M ﹤0.01%
+285,413
2174
$5.62M ﹤0.01%
+290,146
2175
$5.62M ﹤0.01%
+553,374