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
2501
$6.94M ﹤0.01%
224,064
+53,301
2502
$6.94M ﹤0.01%
549,352
-73,763
2503
$6.92M ﹤0.01%
123,712
-79,849
2504
$6.91M ﹤0.01%
423,613
-179,895
2505
$6.91M ﹤0.01%
247,050
-77,872
2506
$6.91M ﹤0.01%
399,238
+82,304
2507
$6.89M ﹤0.01%
308,909
+100,585
2508
$6.87M ﹤0.01%
732,936
+171,000
2509
$6.86M ﹤0.01%
337,275
+36,402
2510
$6.85M ﹤0.01%
154,646
-77,027
2511
$6.82M ﹤0.01%
326,660
+148,415
2512
$6.82M ﹤0.01%
405,435
+317,280
2513
$6.79M ﹤0.01%
148,174
-27,800
2514
$6.79M ﹤0.01%
354,046
-45,790
2515
$6.79M ﹤0.01%
259,769
+28,859
2516
$6.78M ﹤0.01%
85,766
-77,348
2517
$6.78M ﹤0.01%
166,529
-674,884
2518
$6.78M ﹤0.01%
361,889
-145,903
2519
$6.78M ﹤0.01%
299,650
-19,505
2520
$6.77M ﹤0.01%
455,661
-29,814
2521
$6.76M ﹤0.01%
246,280
+102,354
2522
$6.76M ﹤0.01%
465,448
-745,447
2523
$6.76M ﹤0.01%
285,166
-281,721
2524
$6.75M ﹤0.01%
330,829
-52,226
2525
$6.74M ﹤0.01%
738,774
-631,853
99 100
101
102 103