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
3201
$3.47M ﹤0.01%
112,226
-12,289
3202
$3.47M ﹤0.01%
151,334
-107,693
3203
$3.46M ﹤0.01%
353,301
-34,703
3204
$3.46M ﹤0.01%
130,492
-14,137
3205
$3.46M ﹤0.01%
70,934
-22,907
3206
$3.45M ﹤0.01%
157,804
-13,361
3207
$3.45M ﹤0.01%
66,466
+4,719
3208
$3.45M ﹤0.01%
201,048
-188,281
3209
$3.44M ﹤0.01%
73,143
-3,981
3210
$3.44M ﹤0.01%
191,001
-39,174
3211
$3.44M ﹤0.01%
364,215
-72,576
3212
$3.44M ﹤0.01%
101,798
-1,031,709
3213
$3.44M ﹤0.01%
286,355
+22,727
3214
$3.44M ﹤0.01%
746,571
+278,688
3215
$3.43M ﹤0.01%
1,315,142
+515,632
3216
$3.43M ﹤0.01%
455,077
-74,990
3217
$3.43M ﹤0.01%
115,194
-49,514
3218
$3.43M ﹤0.01%
226,205
+56,998
3219
$3.42M ﹤0.01%
44,793
-10,606
3220
$3.42M ﹤0.01%
203,101
-34,802
3221
$3.42M ﹤0.01%
713,177
+624,930
3222
$3.42M ﹤0.01%
115,675
-19,502
3223
$3.42M ﹤0.01%
42,735
-34,499
3224
$3.41M ﹤0.01%
656,263
+212,785
3225
$3.41M ﹤0.01%
222,218
-128,448
127 128
129
130 131