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
2876
$4.64M ﹤0.01%
1,198,593
-68,374
2877
$4.64M ﹤0.01%
245,044
+28,458
2878
$4.63M ﹤0.01%
83,046
-56,543
2879
$4.63M ﹤0.01%
367,858
-1,368
2880
$4.62M ﹤0.01%
37,462
-5,585
2881
$4.6M ﹤0.01%
185,460
+7,585
2882
$4.6M ﹤0.01%
117,795
-27,615
2883
$4.59M ﹤0.01%
65,529
-16,136
2884
$4.58M ﹤0.01%
127,146
-269,198
2885
$4.58M ﹤0.01%
190,898
-290,233
2886
$4.57M ﹤0.01%
500,494
-466,355
2887
$4.57M ﹤0.01%
265,792
-11,091
2888
$4.56M ﹤0.01%
327,432
+4,617
2889
$4.55M ﹤0.01%
100,790
-55,882
2890
$4.55M ﹤0.01%
74,301
-49,524
2891
$4.55M ﹤0.01%
88,553
-81,407
2892
$4.55M ﹤0.01%
147,455
+50,576
2893
$4.55M ﹤0.01%
562,504
+457,066
2894
$4.54M ﹤0.01%
219,543
+3,526
2895
$4.54M ﹤0.01%
353,022
-1,059,792
2896
$4.54M ﹤0.01%
104,139
-176,629
2897
$4.53M ﹤0.01%
183,026
-60,008
2898
$4.53M ﹤0.01%
243,620
-17,030
2899
$4.52M ﹤0.01%
52,426
-15,454
2900
$4.51M ﹤0.01%
34,232
-12,434
114 115
116
117 118