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
2651
$5.92M ﹤0.01%
680,439
-968,661
2652
$5.91M ﹤0.01%
138,674
+41,939
2653
$5.89M ﹤0.01%
251,758
-208,508
2654
$5.89M ﹤0.01%
173,152
-184,555
2655
$5.88M ﹤0.01%
393,848
+44,874
2656
$5.88M ﹤0.01%
187,824
+72,005
2657
$5.87M ﹤0.01%
384,959
+95,417
2658
$5.87M ﹤0.01%
145,992
-40,312
2659
$5.87M ﹤0.01%
895,393
+38,190
2660
$5.86M ﹤0.01%
245,563
-443,704
2661
$5.85M ﹤0.01%
797,524
+83,634
2662
$5.84M ﹤0.01%
+127,976
2663
$5.84M ﹤0.01%
167,421
-36,997
2664
$5.84M ﹤0.01%
208,265
-63,210
2665
$5.83M ﹤0.01%
235,511
+46,138
2666
$5.82M ﹤0.01%
87,608
-62,822
2667
$5.82M ﹤0.01%
159,933
-25,059
2668
$5.8M ﹤0.01%
1,432,847
+49,254
2669
$5.79M ﹤0.01%
487,743
-74,537
2670
$5.79M ﹤0.01%
222,645
-129,797
2671
$5.78M ﹤0.01%
124,665
+29,280
2672
$5.77M ﹤0.01%
228,623
-66,636
2673
$5.77M ﹤0.01%
204,273
+123,102
2674
$5.76M ﹤0.01%
123,171
-18,638
2675
$5.75M ﹤0.01%
71,564
+8,305