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
3376
$2.95M ﹤0.01%
50,190
-45,978
3377
$2.95M ﹤0.01%
108,685
+73,386
3378
$2.94M ﹤0.01%
124,886
+28,063
3379
$2.94M ﹤0.01%
128,007
-103,627
3380
$2.94M ﹤0.01%
73,926
-58,604
3381
$2.94M ﹤0.01%
54,330
-21,825
3382
$2.94M ﹤0.01%
58,869
-49,865
3383
$2.93M ﹤0.01%
231,640
+213,602
3384
$2.93M ﹤0.01%
21,623
-23,727
3385
$2.93M ﹤0.01%
133,914
-71,446
3386
$2.93M ﹤0.01%
609,601
+275,996
3387
$2.92M ﹤0.01%
271,796
-110,547
3388
$2.92M ﹤0.01%
103,631
+10,403
3389
$2.92M ﹤0.01%
15,886
+8,396
3390
$2.92M ﹤0.01%
56,001
-54,169
3391
$2.91M ﹤0.01%
52,868
+1,902
3392
$2.91M ﹤0.01%
118,741
-55,730
3393
$2.91M ﹤0.01%
51,526
+3,744
3394
$2.89M ﹤0.01%
122,603
-224,745
3395
$2.89M ﹤0.01%
92,021
-20,655
3396
$2.88M ﹤0.01%
72,358
+69,223
3397
$2.87M ﹤0.01%
175,042
-1,003
3398
$2.87M ﹤0.01%
322,284
+126,054
3399
$2.86M ﹤0.01%
103,832
-99,862
3400
$2.86M ﹤0.01%
287,522
-92,845
134 135
136
137 138