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
3151
$3.64M ﹤0.01%
219,038
+50,637
3152
$3.63M ﹤0.01%
212,864
-548
3153
$3.63M ﹤0.01%
282,311
+67,029
3154
$3.62M ﹤0.01%
23,548
-2,991
3155
$3.62M ﹤0.01%
62,209
3156
$3.62M ﹤0.01%
180,401
-31,109
3157
$3.61M ﹤0.01%
844,920
-49,522
3158
$3.6M ﹤0.01%
43,719
-49,505
3159
$3.6M ﹤0.01%
259,138
-109,188
3160
$3.6M ﹤0.01%
7,002
+4,174
3161
$3.6M ﹤0.01%
122,022
-23,559
3162
$3.59M ﹤0.01%
161,402
-71,553
3163
$3.59M ﹤0.01%
134,916
-42,151
3164
$3.59M ﹤0.01%
133,958
+8,459
3165
$3.59M ﹤0.01%
89,668
-4,825
3166
$3.58M ﹤0.01%
72,940
-26,299
3167
$3.58M ﹤0.01%
186,483
+7,684
3168
$3.58M ﹤0.01%
83,057
-44,194
3169
$3.58M ﹤0.01%
84,398
-142,720
3170
$3.58M ﹤0.01%
292,431
+1,269
3171
$3.57M ﹤0.01%
386,170
-430,823
3172
$3.57M ﹤0.01%
143,985
+11,529
3173
$3.57M ﹤0.01%
131,977
+6,274
3174
$3.56M ﹤0.01%
72,509
-148,299
3175
$3.56M ﹤0.01%
125,928
-5,811
125 126
127
128 129