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
3351
$3.03M ﹤0.01%
288,405
+149
3352
$3.03M ﹤0.01%
136,458
-238,959
3353
$3.02M ﹤0.01%
76,005
-40,844
3354
$3.02M ﹤0.01%
188,640
-77,538
3355
$3.01M ﹤0.01%
21,303
-24,781
3356
$3.01M ﹤0.01%
264,984
+16,398
3357
$3.01M ﹤0.01%
199,087
+33,285
3358
$3.01M ﹤0.01%
93,206
+34,043
3359
$3M ﹤0.01%
111,079
+52,694
3360
$3M ﹤0.01%
126,795
-407,221
3361
$3M ﹤0.01%
156,667
-46,588
3362
$3M ﹤0.01%
177,295
+1,868
3363
$3M ﹤0.01%
32,491
-41,010
3364
$2.99M ﹤0.01%
53,430
-17,325
3365
$2.98M ﹤0.01%
702,398
-18,159
3366
$2.98M ﹤0.01%
121,197
+9,100
3367
$2.98M ﹤0.01%
224,470
+2,835
3368
$2.98M ﹤0.01%
26,681
-288
3369
$2.98M ﹤0.01%
211,525
-33,955
3370
$2.98M ﹤0.01%
219,826
-12,979
3371
$2.98M ﹤0.01%
154,693
+95,243
3372
$2.98M ﹤0.01%
87,224
+12,798
3373
$2.97M ﹤0.01%
131,969
-1,283,596
3374
$2.96M ﹤0.01%
200,409
-1,487
3375
$2.96M ﹤0.01%
123,132
-4,977
133 134
135
136 137