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
2726
$5.44M ﹤0.01%
69,428
+7,780
2727
$5.43M ﹤0.01%
49,294
-14,185
2728
$5.43M ﹤0.01%
83,635
-39,564
2729
$5.42M ﹤0.01%
1,212,305
+32,683
2730
$5.42M ﹤0.01%
91,882
-93,608
2731
$5.41M ﹤0.01%
29,622
-25,723
2732
$5.4M ﹤0.01%
273,418
+25,158
2733
$5.4M ﹤0.01%
407,312
-69,672
2734
$5.4M ﹤0.01%
185,742
+1,262
2735
$5.39M ﹤0.01%
76,007
+15,728
2736
$5.39M ﹤0.01%
126,713
+26,845
2737
$5.38M ﹤0.01%
381,282
-22,906
2738
$5.38M ﹤0.01%
436,384
+4,610
2739
$5.37M ﹤0.01%
117,582
-203,316
2740
$5.36M ﹤0.01%
72,798
+7,826
2741
$5.36M ﹤0.01%
480,239
+429,317
2742
$5.36M ﹤0.01%
731,568
+52,984
2743
$5.36M ﹤0.01%
152,620
+8,254
2744
$5.34M ﹤0.01%
134,382
-15,345
2745
$5.34M ﹤0.01%
53,411
-34,180
2746
$5.33M ﹤0.01%
169,256
-90,954
2747
$5.33M ﹤0.01%
74,326
+24,307
2748
$5.33M ﹤0.01%
198,626
-52,727
2749
$5.33M ﹤0.01%
173,701
+151,542
2750
$5.33M ﹤0.01%
201,544
-215,979
108 109
110
111 112