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
3176
$3.55M ﹤0.01%
239,767
+25,751
3177
$3.55M ﹤0.01%
1,043,861
+228,765
3178
$3.54M ﹤0.01%
159,771
+3,593
3179
$3.54M ﹤0.01%
151,269
+30,407
3180
$3.54M ﹤0.01%
247,935
-95,087
3181
$3.54M ﹤0.01%
296,048
+63,290
3182
$3.54M ﹤0.01%
+105,259
3183
$3.52M ﹤0.01%
1,375,221
-138,688
3184
$3.52M ﹤0.01%
445,814
-72,161
3185
$3.52M ﹤0.01%
46,331
+9,108
3186
$3.52M ﹤0.01%
35,782
+30,804
3187
$3.51M ﹤0.01%
214,049
-80,081
3188
$3.51M ﹤0.01%
60,433
-54,941
3189
$3.51M ﹤0.01%
595,774
-192,971
3190
$3.51M ﹤0.01%
82,964
-41,068
3191
$3.51M ﹤0.01%
49,326
-48,267
3192
$3.5M ﹤0.01%
813,200
+69,754
3193
$3.5M ﹤0.01%
58,770
-51,087
3194
$3.5M ﹤0.01%
163,527
+106,800
3195
$3.49M ﹤0.01%
123,448
-7,398
3196
$3.49M ﹤0.01%
183,555
+124,267
3197
$3.48M ﹤0.01%
70,721
+7,166
3198
$3.48M ﹤0.01%
71,157
+13,669
3199
$3.48M ﹤0.01%
299,079
+120,786
3200
$3.48M ﹤0.01%
173,310
-33,312
126 127
128
129 130