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
2176
$5.61M ﹤0.01%
+133,909
2177
$5.6M ﹤0.01%
+152,753
2178
$5.6M ﹤0.01%
+315,828
2179
$5.59M ﹤0.01%
+139,195
2180
$5.58M ﹤0.01%
+203,265
2181
$5.57M ﹤0.01%
+1,088,731
2182
$5.57M ﹤0.01%
+427,628
2183
$5.55M ﹤0.01%
+259,074
2184
$5.54M ﹤0.01%
+330,037
2185
$5.54M ﹤0.01%
+21,108
2186
$5.53M ﹤0.01%
+534,223
2187
$5.53M ﹤0.01%
+76,480
2188
$5.53M ﹤0.01%
+102,329
2189
$5.52M ﹤0.01%
+258,120
2190
$5.51M ﹤0.01%
+304,700
2191
$5.51M ﹤0.01%
+150,390
2192
$5.49M ﹤0.01%
+585,243
2193
$5.49M ﹤0.01%
+256,823
2194
$5.49M ﹤0.01%
+416,702
2195
$5.48M ﹤0.01%
+830,554
2196
$5.48M ﹤0.01%
+127,386
2197
$5.47M ﹤0.01%
+301,032
2198
$5.47M ﹤0.01%
+31,548
2199
$5.46M ﹤0.01%
+478,172
2200
$5.46M ﹤0.01%
+151,176