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
2326
$4.77M ﹤0.01%
+206,534
2327
$4.77M ﹤0.01%
+559,566
2328
$4.77M ﹤0.01%
+134,985
2329
$4.76M ﹤0.01%
+277,763
2330
$4.76M ﹤0.01%
+104,020
2331
$4.74M ﹤0.01%
+453,547
2332
$4.74M ﹤0.01%
+206,596
2333
$4.73M ﹤0.01%
+97,157
2334
$4.73M ﹤0.01%
+73,804
2335
$4.72M ﹤0.01%
+302,406
2336
$4.71M ﹤0.01%
+277,887
2337
$4.71M ﹤0.01%
+1,026,232
2338
$4.71M ﹤0.01%
+244,156
2339
$4.71M ﹤0.01%
+399,345
2340
$4.7M ﹤0.01%
+250,930
2341
$4.69M ﹤0.01%
+339,264
2342
$4.69M ﹤0.01%
+615,411
2343
$4.68M ﹤0.01%
+276,916
2344
$4.68M ﹤0.01%
+129,386
2345
$4.68M ﹤0.01%
+599,379
2346
$4.67M ﹤0.01%
+799,661
2347
$4.67M ﹤0.01%
+85,181
2348
$4.67M ﹤0.01%
+147,469
2349
$4.67M ﹤0.01%
+276,243
2350
$4.66M ﹤0.01%
+127,638