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
2926
$4.41M ﹤0.01%
74,796
+29,158
2927
$4.4M ﹤0.01%
121,684
+13,750
2928
$4.4M ﹤0.01%
112,915
-24,593
2929
$4.39M ﹤0.01%
260,460
+29,236
2930
$4.39M ﹤0.01%
98,856
-3,260
2931
$4.38M ﹤0.01%
69,396
-12,337
2932
$4.38M ﹤0.01%
247,416
-2,519
2933
$4.37M ﹤0.01%
67,832
-10,628
2934
$4.37M ﹤0.01%
55,009
-15,210
2935
$4.37M ﹤0.01%
85,445
-82,508
2936
$4.37M ﹤0.01%
164,629
-5,916
2937
$4.36M ﹤0.01%
139,442
-8,301
2938
$4.35M ﹤0.01%
41,367
-5,967
2939
$4.35M ﹤0.01%
147,984
+4,122
2940
$4.35M ﹤0.01%
235,652
-329,973
2941
$4.35M ﹤0.01%
126,456
+24,434
2942
$4.34M ﹤0.01%
305,364
+109,904
2943
$4.34M ﹤0.01%
149,802
+5,502
2944
$4.34M ﹤0.01%
77,760
-34,921
2945
$4.34M ﹤0.01%
88,304
-117,714
2946
$4.34M ﹤0.01%
315,742
-92,071
2947
$4.34M ﹤0.01%
22,692
-19,144
2948
$4.34M ﹤0.01%
209,602
-20,636
2949
$4.34M ﹤0.01%
36,825
+95
2950
$4.32M ﹤0.01%
119,169
+18,287
116 117
118
119 120