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
2301
$4.91M ﹤0.01%
+100,594
2302
$4.91M ﹤0.01%
+128,336
2303
$4.89M ﹤0.01%
+655,244
2304
$4.88M ﹤0.01%
+304,051
2305
$4.87M ﹤0.01%
+170,130
2306
$4.87M ﹤0.01%
+229,886
2307
$4.86M ﹤0.01%
+222,589
2308
$4.86M ﹤0.01%
+338,792
2309
$4.86M ﹤0.01%
+138,848
2310
$4.86M ﹤0.01%
+633,136
2311
$4.84M ﹤0.01%
+404,431
2312
$4.83M ﹤0.01%
+130,361
2313
$4.83M ﹤0.01%
+199,847
2314
$4.83M ﹤0.01%
+426,165
2315
$4.83M ﹤0.01%
+74,055
2316
$4.82M ﹤0.01%
+196,144
2317
$4.82M ﹤0.01%
+345,058
2318
$4.81M ﹤0.01%
+186,362
2319
$4.81M ﹤0.01%
+271,321
2320
$4.81M ﹤0.01%
+299,134
2321
$4.8M ﹤0.01%
+266,608
2322
$4.79M ﹤0.01%
+102,957
2323
$4.79M ﹤0.01%
+231,023
2324
$4.78M ﹤0.01%
+283,740
2325
$4.78M ﹤0.01%
+173,196
91 92
93
94 95