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
3001
$4.13M ﹤0.01%
74,618
+5,635
3002
$4.13M ﹤0.01%
90,495
-89,420
3003
$4.12M ﹤0.01%
818,266
-704,786
3004
$4.12M ﹤0.01%
469,004
+2,685
3005
$4.12M ﹤0.01%
48,371
-33,378
3006
$4.12M ﹤0.01%
145,677
+9,008
3007
$4.12M ﹤0.01%
122,779
-30,094
3008
$4.12M ﹤0.01%
301,640
+4,364
3009
$4.12M ﹤0.01%
171,087
+6,129
3010
$4.12M ﹤0.01%
211,248
+71,802
3011
$4.12M ﹤0.01%
293,385
-5,943
3012
$4.11M ﹤0.01%
671,189
-439,080
3013
$4.1M ﹤0.01%
70,068
-21,487
3014
$4.1M ﹤0.01%
158,897
-70,203
3015
$4.09M ﹤0.01%
120,518
-332,507
3016
$4.09M ﹤0.01%
539,062
-9,177
3017
$4.08M ﹤0.01%
99,080
-91,300
3018
$4.08M ﹤0.01%
119,568
+39,002
3019
$4.08M ﹤0.01%
310,265
+22,927
3020
$4.08M ﹤0.01%
83,037
-14,328
3021
$4.06M ﹤0.01%
33,122
+6,008
3022
$4.06M ﹤0.01%
136,344
-117,522
3023
$4.05M ﹤0.01%
6,579
-5,327
3024
$4.04M ﹤0.01%
292,748
-92,791
3025
$4.04M ﹤0.01%
93,636
-18,416
119 120
121
122 123