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
3301
$3.17M ﹤0.01%
101,179
+2,290
3302
$3.17M ﹤0.01%
41,599
-12,732
3303
$3.17M ﹤0.01%
150,522
-10,297
3304
$3.16M ﹤0.01%
237,340
-40,730
3305
$3.16M ﹤0.01%
282,552
+7,627
3306
$3.16M ﹤0.01%
71,509
+3,453
3307
$3.16M ﹤0.01%
91,720
-46,611
3308
$3.15M ﹤0.01%
237,747
-187,516
3309
$3.15M ﹤0.01%
50,969
-7,427
3310
$3.14M ﹤0.01%
54,563
-4,513
3311
$3.14M ﹤0.01%
205,739
-204,269
3312
$3.13M ﹤0.01%
63,061
+15,623
3313
$3.13M ﹤0.01%
112,910
+18,142
3314
$3.13M ﹤0.01%
82,202
-9,309
3315
$3.13M ﹤0.01%
116,093
-4,886
3316
$3.12M ﹤0.01%
133,228
-80,621
3317
$3.12M ﹤0.01%
143,938
-49,820
3318
$3.12M ﹤0.01%
71,485
+8,077
3319
$3.12M ﹤0.01%
36,207
-41,303
3320
$3.12M ﹤0.01%
101,419
+67,244
3321
$3.12M ﹤0.01%
219,756
+7,734
3322
$3.12M ﹤0.01%
348,501
-2,719,661
3323
$3.11M ﹤0.01%
438,422
+110,899
3324
$3.11M ﹤0.01%
87,963
+24,289
3325
$3.11M ﹤0.01%
279,461
-267,133
131 132
133
134 135