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
2426
$4.26M ﹤0.01%
+182,974
2427
$4.26M ﹤0.01%
+162,755
2428
$4.26M ﹤0.01%
+92,998
2429
$4.26M ﹤0.01%
+183,734
2430
$4.26M ﹤0.01%
+76,618
2431
$4.26M ﹤0.01%
+696,695
2432
$4.25M ﹤0.01%
+716,264
2433
$4.25M ﹤0.01%
+397,133
2434
$4.25M ﹤0.01%
+336,190
2435
$4.25M ﹤0.01%
+352,016
2436
$4.25M ﹤0.01%
+96,342
2437
$4.24M ﹤0.01%
+153,596
2438
$4.23M ﹤0.01%
+319,209
2439
$4.23M ﹤0.01%
+201,382
2440
$4.23M ﹤0.01%
+487,142
2441
$4.23M ﹤0.01%
+138,827
2442
$4.22M ﹤0.01%
+156,534
2443
$4.22M ﹤0.01%
+215,219
2444
$4.21M ﹤0.01%
+162,319
2445
$4.21M ﹤0.01%
+279,722
2446
$4.2M ﹤0.01%
+160,760
2447
$4.2M ﹤0.01%
+91,920
2448
$4.2M ﹤0.01%
+146,508
2449
$4.19M ﹤0.01%
+244,900
2450
$4.19M ﹤0.01%
+201,330