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
2401
$4.39M ﹤0.01%
+271,423
2402
$4.39M ﹤0.01%
+463,637
2403
$4.36M ﹤0.01%
+379,083
2404
$4.36M ﹤0.01%
+88,166
2405
$4.36M ﹤0.01%
+214,880
2406
$4.36M ﹤0.01%
+37,164
2407
$4.35M ﹤0.01%
+56,545
2408
$4.35M ﹤0.01%
+65,003
2409
$4.35M ﹤0.01%
+126,380
2410
$4.35M ﹤0.01%
+881,916
2411
$4.35M ﹤0.01%
+58,181
2412
$4.34M ﹤0.01%
+412,317
2413
$4.34M ﹤0.01%
+231,781
2414
$4.33M ﹤0.01%
+112,994
2415
$4.32M ﹤0.01%
+122,616
2416
$4.32M ﹤0.01%
+88,484
2417
$4.32M ﹤0.01%
+77,669
2418
$4.32M ﹤0.01%
+518,271
2419
$4.31M ﹤0.01%
+81,535
2420
$4.3M ﹤0.01%
+959,955
2421
$4.3M ﹤0.01%
+85,101
2422
$4.29M ﹤0.01%
+23,077
2423
$4.28M ﹤0.01%
+324,055
2424
$4.28M ﹤0.01%
+482,955
2425
$4.27M ﹤0.01%
+86,779
95 96
97
98 99