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
3051
$3.97M ﹤0.01%
60,758
-1,190
3052
$3.96M ﹤0.01%
153,525
-172,906
3053
$3.95M ﹤0.01%
162,296
-19,749
3054
$3.95M ﹤0.01%
33,645
+8,446
3055
$3.95M ﹤0.01%
317,514
+15,719
3056
$3.95M ﹤0.01%
117,542
+8,758
3057
$3.94M ﹤0.01%
618,074
+414,717
3058
$3.94M ﹤0.01%
36,372
-4,045
3059
$3.94M ﹤0.01%
261,360
-56,874
3060
$3.94M ﹤0.01%
636,312
-469,987
3061
$3.93M ﹤0.01%
104,347
+31,361
3062
$3.93M ﹤0.01%
95,430
+3,069
3063
$3.93M ﹤0.01%
488,956
+21,728
3064
$3.92M ﹤0.01%
117,147
-40,974
3065
$3.92M ﹤0.01%
76,900
-44,083
3066
$3.92M ﹤0.01%
225,480
+30,353
3067
$3.92M ﹤0.01%
256,925
-5,616
3068
$3.92M ﹤0.01%
312,001
+3,244
3069
$3.91M ﹤0.01%
90,103
+303
3070
$3.91M ﹤0.01%
121,879
+21,158
3071
$3.9M ﹤0.01%
77,915
+7,187
3072
$3.9M ﹤0.01%
188,368
-92,711
3073
$3.89M ﹤0.01%
94,786
+8,258
3074
$3.88M ﹤0.01%
59,543
-742,086
3075
$3.88M ﹤0.01%
111,917
+35,676
121 122
123
124 125