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
3276
$3.27M ﹤0.01%
446,135
+442,138
3277
$3.27M ﹤0.01%
565,760
+73,418
3278
$3.27M ﹤0.01%
135,192
-84,889
3279
$3.27M ﹤0.01%
165,077
+9,615
3280
$3.27M ﹤0.01%
83,178
-20,858
3281
$3.27M ﹤0.01%
188,971
+140,047
3282
$3.26M ﹤0.01%
130,156
+7,089
3283
$3.26M ﹤0.01%
248,348
+115,543
3284
$3.26M ﹤0.01%
83,034
-269,798
3285
$3.26M ﹤0.01%
54,085
+38,976
3286
$3.26M ﹤0.01%
226,247
-125,859
3287
$3.26M ﹤0.01%
204,680
+5,080
3288
$3.25M ﹤0.01%
168,552
+143,843
3289
$3.25M ﹤0.01%
241,751
+34,879
3290
$3.25M ﹤0.01%
190,544
+7,741
3291
$3.24M ﹤0.01%
55,011
-45,335
3292
$3.24M ﹤0.01%
241,706
+12,878
3293
$3.24M ﹤0.01%
111,517
-42,363
3294
$3.23M ﹤0.01%
356,496
-56,838
3295
$3.23M ﹤0.01%
273,764
+16,655
3296
$3.23M ﹤0.01%
120,118
+33,645
3297
$3.22M ﹤0.01%
245,536
+15,932
3298
$3.22M ﹤0.01%
209,941
-452,272
3299
$3.21M ﹤0.01%
186,754
-34,647
3300
$3.2M ﹤0.01%
153,670
-27,626
130 131
132
133 134