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
$325B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,835
New
Increased
Reduced
Closed

Top Buys

1
+$723M
2
+$696M
3
+$504M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$419M
5
BMY icon
Bristol-Myers Squibb
BMY
+$364M

Top Sells

1
+$538M
2
+$403M
3
+$349M
4
RAI
Reynolds American Inc
RAI
+$343M
5
MSFT icon
Microsoft
MSFT
+$341M

Sector Composition

1 Financials 9.69%
2 Technology 9.45%
3 Healthcare 8.03%
4 Consumer Discretionary 7.35%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306M 0.09%
12,098,324
+199,429
227
$306M 0.09%
2,253,606
+449,228
228
$304M 0.09%
4,757,237
+2,148,751
229
$301M 0.09%
4,529,064
+814,547
230
$299M 0.09%
3,395,435
-241,292
231
$299M 0.09%
3,853,078
-390,543
232
$298M 0.09%
3,896,440
+323,234
233
$297M 0.09%
3,822,980
+21,423
234
$295M 0.09%
22,140,654
-4,707,556
235
$295M 0.09%
10,171,729
+815,706
236
$295M 0.09%
2,224,623
-486,316
237
$293M 0.09%
1,503,694
-157,944
238
$290M 0.09%
6,876,070
-5,673,977
239
$289M 0.09%
6,051,333
-239,864
240
$285M 0.09%
3,217,269
-214,389
241
$282M 0.09%
2,144,472
+325,661
242
$282M 0.09%
9,062,113
+2,028,333
243
$282M 0.09%
3,501,894
+915,901
244
$281M 0.09%
1,327,837
+1,219
245
$279M 0.09%
10,545,165
-1,899,904
246
$275M 0.08%
5,511,539
-719,279
247
$274M 0.08%
5,513,962
+173,507
248
$273M 0.08%
8,503,916
+1,302,307
249
$273M 0.08%
3,354,567
-164,465
250
$270M 0.08%
4,100,823
+134,921
8 9
10
11 12