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
2826
$4.91M ﹤0.01%
399,588
-13,612
2827
$4.91M ﹤0.01%
+251,661
2828
$4.91M ﹤0.01%
210,102
-22,806
2829
$4.9M ﹤0.01%
82,606
-4,017
2830
$4.9M ﹤0.01%
112,529
-45,251
2831
$4.9M ﹤0.01%
26,888
+4,204
2832
$4.9M ﹤0.01%
422,456
-295,356
2833
$4.89M ﹤0.01%
376,309
+254,468
2834
$4.89M ﹤0.01%
166,953
-121,240
2835
$4.89M ﹤0.01%
139,016
+7,719
2836
$4.88M ﹤0.01%
520,842
-263,658
2837
$4.86M ﹤0.01%
152,024
-106,575
2838
$4.86M ﹤0.01%
150,715
-79,284
2839
$4.86M ﹤0.01%
278,401
-24,351
2840
$4.86M ﹤0.01%
172,773
+2,868
2841
$4.84M ﹤0.01%
239,572
-23,546
2842
$4.83M ﹤0.01%
436,775
-178,819
2843
$4.82M ﹤0.01%
158,173
+24,361
2844
$4.81M ﹤0.01%
81,677
+8,003
2845
$4.8M ﹤0.01%
298,764
+108,715
2846
$4.79M ﹤0.01%
152,423
-14,493
2847
$4.79M ﹤0.01%
337,200
+21,686
2848
$4.79M ﹤0.01%
179,228
+47,708
2849
$4.78M ﹤0.01%
128,172
+101,337
2850
$4.78M ﹤0.01%
393,754
-190,507
112 113
114
115 116