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
3026
$4.04M ﹤0.01%
83,259
+8,592
3027
$4.04M ﹤0.01%
979,238
+775,363
3028
$4.04M ﹤0.01%
165,368
-59,684
3029
$4.03M ﹤0.01%
+63,856
3030
$4.03M ﹤0.01%
75,133
+7,558
3031
$4.03M ﹤0.01%
166,281
-193,341
3032
$4.03M ﹤0.01%
129,179
-678,391
3033
$4.03M ﹤0.01%
157,349
-10,647
3034
$4.02M ﹤0.01%
88,152
-32,416
3035
$4.02M ﹤0.01%
158,590
-8,192
3036
$4.02M ﹤0.01%
14,345
-3,222
3037
$4.01M ﹤0.01%
239,609
-163,078
3038
$4.01M ﹤0.01%
147,249
+19,583
3039
$4.01M ﹤0.01%
105,699
-57,169
3040
$4M ﹤0.01%
225,972
+151,221
3041
$4M ﹤0.01%
773,519
+435,774
3042
$4M ﹤0.01%
194,450
-64,769
3043
$4M ﹤0.01%
168,226
-56,347
3044
$3.99M ﹤0.01%
142,929
-107,409
3045
$3.99M ﹤0.01%
159,893
-17,070
3046
$3.99M ﹤0.01%
266,921
+44,129
3047
$3.98M ﹤0.01%
443,504
-282,513
3048
$3.98M ﹤0.01%
474,185
+146,220
3049
$3.98M ﹤0.01%
88,550
-32,718
3050
$3.98M ﹤0.01%
12,653
+563
120 121
122
123 124