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
3076
$3.88M ﹤0.01%
65,285
-46,103
3077
$3.88M ﹤0.01%
75,541
+5,634
3078
$3.87M ﹤0.01%
225,061
+80,131
3079
$3.87M ﹤0.01%
336,684
+154,831
3080
$3.87M ﹤0.01%
247,064
+39,097
3081
$3.85M ﹤0.01%
94,828
-81,222
3082
$3.85M ﹤0.01%
58,285
-77,686
3083
$3.85M ﹤0.01%
51,474
-173,258
3084
$3.85M ﹤0.01%
282,881
+49,038
3085
$3.85M ﹤0.01%
165,541
+28,488
3086
$3.85M ﹤0.01%
97,960
-30,661
3087
$3.84M ﹤0.01%
231,607
-24,783
3088
$3.84M ﹤0.01%
98,568
-84,238
3089
$3.84M ﹤0.01%
349,201
+46,147
3090
$3.84M ﹤0.01%
278,325
-131,187
3091
$3.83M ﹤0.01%
45,070
+2,796
3092
$3.83M ﹤0.01%
88,997
-66,627
3093
$3.83M ﹤0.01%
116,163
-13,078
3094
$3.83M ﹤0.01%
58,620
-5,908
3095
$3.82M ﹤0.01%
71,842
-21,256
3096
$3.81M ﹤0.01%
158,961
+16,265
3097
$3.8M ﹤0.01%
138,483
-102,407
3098
$3.8M ﹤0.01%
814,666
-397,574
3099
$3.8M ﹤0.01%
171,874
-153,034
3100
$3.79M ﹤0.01%
430,428
+274,166
122 123
124
125 126