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
2251
$5.15M ﹤0.01%
+147,590
2252
$5.14M ﹤0.01%
+600,141
2253
$5.14M ﹤0.01%
+214,242
2254
$5.13M ﹤0.01%
+79,635
2255
$5.13M ﹤0.01%
+590,142
2256
$5.12M ﹤0.01%
+220,698
2257
$5.11M ﹤0.01%
+308,647
2258
$5.11M ﹤0.01%
+199,512
2259
$5.1M ﹤0.01%
+38,263
2260
$5.1M ﹤0.01%
+221,363
2261
$5.1M ﹤0.01%
+296,627
2262
$5.09M ﹤0.01%
+253,636
2263
$5.09M ﹤0.01%
+122,292
2264
$5.09M ﹤0.01%
+126,784
2265
$5.09M ﹤0.01%
+1,151,190
2266
$5.07M ﹤0.01%
+364,761
2267
$5.06M ﹤0.01%
+102,810
2268
$5.05M ﹤0.01%
+124,274
2269
$5.05M ﹤0.01%
+133,026
2270
$5.04M ﹤0.01%
+430,543
2271
$5.04M ﹤0.01%
+546,067
2272
$5.03M ﹤0.01%
+132,219
2273
$5.03M ﹤0.01%
+171,190
2274
$5.02M ﹤0.01%
+97,496
2275
$5.02M ﹤0.01%
+283,171