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
2551
$6.52M ﹤0.01%
462,200
-79,942
2552
$6.52M ﹤0.01%
231,161
-132,985
2553
$6.51M ﹤0.01%
327,484
-205,936
2554
$6.51M ﹤0.01%
218,786
-80,122
2555
$6.51M ﹤0.01%
189,247
-2,737
2556
$6.5M ﹤0.01%
174,207
-48,900
2557
$6.5M ﹤0.01%
234,213
+5,078
2558
$6.48M ﹤0.01%
441,011
+223,290
2559
$6.48M ﹤0.01%
261,839
-80,686
2560
$6.48M ﹤0.01%
247,889
-411,293
2561
$6.43M ﹤0.01%
237,734
-222,124
2562
$6.43M ﹤0.01%
87,619
-228,584
2563
$6.42M ﹤0.01%
98,008
+20,338
2564
$6.41M ﹤0.01%
253,726
+132,952
2565
$6.4M ﹤0.01%
169,088
-81,743
2566
$6.4M ﹤0.01%
252,428
-42,971
2567
$6.4M ﹤0.01%
447,688
+32,516
2568
$6.4M ﹤0.01%
224,542
+4,346
2569
$6.39M ﹤0.01%
274,451
+59,260
2570
$6.39M ﹤0.01%
19,051
-12,786
2571
$6.38M ﹤0.01%
102,363
-65,584
2572
$6.38M ﹤0.01%
629,280
-525,015
2573
$6.38M ﹤0.01%
213,016
+72,066
2574
$6.37M ﹤0.01%
105,084
+20,240
2575
$6.37M ﹤0.01%
279,520
-167,811
101 102
103
104 105