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
3226
$3.41M ﹤0.01%
124,309
-38,926
3227
$3.4M ﹤0.01%
105,363
-49,452
3228
$3.4M ﹤0.01%
375,852
-585,763
3229
$3.4M ﹤0.01%
169,295
+23,396
3230
$3.4M ﹤0.01%
184,052
+23,958
3231
$3.39M ﹤0.01%
382,688
-184,487
3232
$3.39M ﹤0.01%
39,414
-5,856
3233
$3.39M ﹤0.01%
84,010
+45,707
3234
$3.38M ﹤0.01%
236,893
+968
3235
$3.38M ﹤0.01%
76,584
+10,933
3236
$3.38M ﹤0.01%
105,937
+69,899
3237
$3.38M ﹤0.01%
86,117
-30,896
3238
$3.37M ﹤0.01%
185,676
+32,138
3239
$3.37M ﹤0.01%
269,021
-34,466
3240
$3.37M ﹤0.01%
295,400
-115,924
3241
$3.37M ﹤0.01%
204,942
+2,650
3242
$3.37M ﹤0.01%
163,110
+5,385
3243
$3.37M ﹤0.01%
343,032
+152,438
3244
$3.37M ﹤0.01%
163,402
-187,735
3245
$3.36M ﹤0.01%
156,202
-18,701
3246
$3.36M ﹤0.01%
76,669
-49,580
3247
$3.35M ﹤0.01%
275,991
+93,035
3248
$3.34M ﹤0.01%
16,179
-17,738
3249
$3.34M ﹤0.01%
429,725
-442,334
3250
$3.34M ﹤0.01%
263,099
+7,372
128 129
130
131 132