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
2751
$5.33M ﹤0.01%
919,913
+8,170
2752
$5.32M ﹤0.01%
417,937
-576,923
2753
$5.32M ﹤0.01%
349,848
+4,374
2754
$5.32M ﹤0.01%
99,264
-24,870
2755
$5.31M ﹤0.01%
169,466
-163,505
2756
$5.3M ﹤0.01%
147,379
-342,383
2757
$5.3M ﹤0.01%
255,005
-65,290
2758
$5.3M ﹤0.01%
99,263
-195,296
2759
$5.29M ﹤0.01%
289,455
-91,483
2760
$5.28M ﹤0.01%
158,252
-72,080
2761
$5.27M ﹤0.01%
813,167
+20,137
2762
$5.27M ﹤0.01%
363,261
+59,050
2763
$5.25M ﹤0.01%
73,349
-160,381
2764
$5.24M ﹤0.01%
604,103
-11,925,105
2765
$5.24M ﹤0.01%
212,472
+26,441
2766
$5.24M ﹤0.01%
190,827
-130,497
2767
$5.24M ﹤0.01%
343,921
-213,192
2768
$5.24M ﹤0.01%
134,651
-15,291
2769
$5.24M ﹤0.01%
317,272
-61,773
2770
$5.23M ﹤0.01%
317,430
+208,236
2771
$5.22M ﹤0.01%
329,948
+29,027
2772
$5.22M ﹤0.01%
525,957
+509,148
2773
$5.22M ﹤0.01%
304,918
-190,378
2774
$5.22M ﹤0.01%
65,120
-128,030
2775
$5.21M ﹤0.01%
160,884
-73,875