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
2476
$7.19M ﹤0.01%
372,863
+7,309
2477
$7.19M ﹤0.01%
200,739
-139,152
2478
$7.19M ﹤0.01%
314,393
+32,055
2479
$7.16M ﹤0.01%
6,077
-5,247
2480
$7.15M ﹤0.01%
103,573
-135,360
2481
$7.15M ﹤0.01%
74,117
-13,293
2482
$7.13M ﹤0.01%
250,345
-87,507
2483
$7.12M ﹤0.01%
1,346,612
-2,109,017
2484
$7.11M ﹤0.01%
513,276
+262,325
2485
$7.11M ﹤0.01%
147,396
+38,677
2486
$7.1M ﹤0.01%
253,842
+79,544
2487
$7.08M ﹤0.01%
289,536
-304,658
2488
$7.06M ﹤0.01%
544,998
+15,905
2489
$7.06M ﹤0.01%
287,744
+225,031
2490
$7.06M ﹤0.01%
144,064
+49,699
2491
$7.02M ﹤0.01%
221,054
+83,270
2492
$7.02M ﹤0.01%
431,823
-60,021
2493
$7.01M ﹤0.01%
215,241
+45,544
2494
$7M ﹤0.01%
175,502
-101,192
2495
$7M ﹤0.01%
175,629
+61,871
2496
$6.97M ﹤0.01%
198,255
-59,856
2497
$6.97M ﹤0.01%
148,389
-13,791
2498
$6.96M ﹤0.01%
137,102
-133,751
2499
$6.95M ﹤0.01%
126,484
-131,649
2500
$6.95M ﹤0.01%
61,467
-10,982
98 99
100
101 102