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
2976
$4.22M ﹤0.01%
80,845
-19,400
2977
$4.22M ﹤0.01%
833,071
+281,296
2978
$4.22M ﹤0.01%
177,879
+15,533
2979
$4.21M ﹤0.01%
175,221
+5,464
2980
$4.21M ﹤0.01%
262,892
+16,733
2981
$4.21M ﹤0.01%
850,366
+507,267
2982
$4.21M ﹤0.01%
242,270
+98,048
2983
$4.2M ﹤0.01%
299,691
+51,083
2984
$4.2M ﹤0.01%
150,314
-389,953
2985
$4.2M ﹤0.01%
123,919
-3,842
2986
$4.2M ﹤0.01%
92,624
-34,577
2987
$4.2M ﹤0.01%
323,223
-68,867
2988
$4.2M ﹤0.01%
237,192
-86,898
2989
$4.18M ﹤0.01%
150,302
+34,044
2990
$4.18M ﹤0.01%
240,773
+4,669
2991
$4.18M ﹤0.01%
432,281
-11,321
2992
$4.17M ﹤0.01%
40,483
+8,400
2993
$4.16M ﹤0.01%
161,709
-3,106
2994
$4.16M ﹤0.01%
256,207
+70,624
2995
$4.15M ﹤0.01%
497,504
+239,467
2996
$4.15M ﹤0.01%
124,547
+26,696
2997
$4.15M ﹤0.01%
338,911
+13,925
2998
$4.14M ﹤0.01%
512,704
-710,295
2999
$4.14M ﹤0.01%
524,025
+14,688
3000
$4.14M ﹤0.01%
1,822,066
-927,002
118 119
120
121 122