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
2626
$6.04M ﹤0.01%
120,627
+115,134
2627
$6.03M ﹤0.01%
318,408
-94,683
2628
$6.03M ﹤0.01%
91,878
+4,536
2629
$6.02M ﹤0.01%
245,663
-77,223
2630
$6.02M ﹤0.01%
222,137
-148,281
2631
$6.01M ﹤0.01%
325,856
-108,042
2632
$5.99M ﹤0.01%
99,017
-191,032
2633
$5.99M ﹤0.01%
243,315
-70,779
2634
$5.98M ﹤0.01%
53,936
-41,791
2635
$5.98M ﹤0.01%
166,065
+21,250
2636
$5.98M ﹤0.01%
598,509
+2,514
2637
$5.98M ﹤0.01%
365,020
-38,352
2638
$5.97M ﹤0.01%
58,234
-11,807
2639
$5.97M ﹤0.01%
95,736
+10,919
2640
$5.95M ﹤0.01%
106,974
+11,103
2641
$5.95M ﹤0.01%
387,980
-381,408
2642
$5.95M ﹤0.01%
401,275
+15,132
2643
$5.95M ﹤0.01%
97,962
-178,958
2644
$5.94M ﹤0.01%
3,246,297
+61,697
2645
$5.94M ﹤0.01%
315,882
+38,410
2646
$5.94M ﹤0.01%
351,462
+52,345
2647
$5.93M ﹤0.01%
111,781
+11,622
2648
$5.92M ﹤0.01%
269,666
+97,604
2649
$5.92M ﹤0.01%
60,987
+12,127
2650
$5.92M ﹤0.01%
288,046
-57,393
104 105
106
107 108