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
3401
$2.86M ﹤0.01%
222,776
-8,475
3402
$2.86M ﹤0.01%
145,340
+62,665
3403
$2.86M ﹤0.01%
76,852
-445,244
3404
$2.86M ﹤0.01%
299,377
+94,700
3405
$2.86M ﹤0.01%
71,452
-143,421
3406
$2.85M ﹤0.01%
193,755
-16,781
3407
$2.84M ﹤0.01%
31,277
+884
3408
$2.84M ﹤0.01%
101,350
+37,748
3409
$2.84M ﹤0.01%
91,131
-134,777
3410
$2.84M ﹤0.01%
237,243
+94,802
3411
$2.84M ﹤0.01%
209,049
-38,844
3412
$2.83M ﹤0.01%
7,872
-2,434
3413
$2.83M ﹤0.01%
576,869
+12,056
3414
$2.83M ﹤0.01%
127,263
+7,010
3415
$2.83M ﹤0.01%
85,373
+44,308
3416
$2.83M ﹤0.01%
996,113
+602,834
3417
$2.82M ﹤0.01%
112,969
-20,283
3418
$2.82M ﹤0.01%
84,647
-135,946
3419
$2.82M ﹤0.01%
87,387
-7,549
3420
$2.81M ﹤0.01%
165,359
-46,709
3421
$2.81M ﹤0.01%
166,888
-118,804
3422
$2.8M ﹤0.01%
336,230
-64,241
3423
$2.8M ﹤0.01%
57,459
+13,185
3424
$2.8M ﹤0.01%
94,550
-33,054
3425
$2.8M ﹤0.01%
11,569
-782
135 136
137
138 139