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
2226
$5.29M ﹤0.01%
+484,857
2227
$5.28M ﹤0.01%
+135,238
2228
$5.28M ﹤0.01%
+132,935
2229
$5.28M ﹤0.01%
+111,280
2230
$5.27M ﹤0.01%
+389,495
2231
$5.27M ﹤0.01%
+121,127
2232
$5.27M ﹤0.01%
+157,223
2233
$5.25M ﹤0.01%
+216,753
2234
$5.25M ﹤0.01%
+534,687
2235
$5.25M ﹤0.01%
+183,380
2236
$5.24M ﹤0.01%
+346,302
2237
$5.23M ﹤0.01%
+262,402
2238
$5.22M ﹤0.01%
+277,201
2239
$5.21M ﹤0.01%
+199,741
2240
$5.21M ﹤0.01%
+207,390
2241
$5.21M ﹤0.01%
+173,701
2242
$5.2M ﹤0.01%
+434,871
2243
$5.2M ﹤0.01%
+737,902
2244
$5.19M ﹤0.01%
+295,569
2245
$5.19M ﹤0.01%
+181,866
2246
$5.18M ﹤0.01%
+346,896
2247
$5.17M ﹤0.01%
+200,819
2248
$5.17M ﹤0.01%
+367,807
2249
$5.17M ﹤0.01%
+288,841
2250
$5.16M ﹤0.01%
+104,513