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
2201
$5.46M ﹤0.01%
+185,919
2202
$5.46M ﹤0.01%
+212,847
2203
$5.44M ﹤0.01%
+157,556
2204
$5.44M ﹤0.01%
+220,152
2205
$5.44M ﹤0.01%
+185,609
2206
$5.42M ﹤0.01%
+122,676
2207
$5.42M ﹤0.01%
+250,469
2208
$5.41M ﹤0.01%
+673,578
2209
$5.4M ﹤0.01%
+69,449
2210
$5.4M ﹤0.01%
+47,646
2211
$5.4M ﹤0.01%
+134,701
2212
$5.39M ﹤0.01%
+85,194
2213
$5.39M ﹤0.01%
+270,865
2214
$5.37M ﹤0.01%
+134,572
2215
$5.37M ﹤0.01%
+325,579
2216
$5.37M ﹤0.01%
+646,829
2217
$5.35M ﹤0.01%
+123,406
2218
$5.35M ﹤0.01%
+3,073,670
2219
$5.34M ﹤0.01%
+159,256
2220
$5.33M ﹤0.01%
+932,680
2221
$5.33M ﹤0.01%
+204,984
2222
$5.33M ﹤0.01%
+83,808
2223
$5.32M ﹤0.01%
+57,704
2224
$5.31M ﹤0.01%
+467,642
2225
$5.29M ﹤0.01%
+711,757