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
3426
$2.8M ﹤0.01%
156,822
-84,839
3427
$2.79M ﹤0.01%
322,741
-841
3428
$2.79M ﹤0.01%
261,686
-6,384
3429
$2.79M ﹤0.01%
47,053
-8,514
3430
$2.78M ﹤0.01%
611,646
+54,615
3431
$2.77M ﹤0.01%
104,499
-11,475
3432
$2.77M ﹤0.01%
90,193
-25,965
3433
$2.77M ﹤0.01%
180,648
+87,213
3434
$2.77M ﹤0.01%
24,962
-18,297
3435
$2.77M ﹤0.01%
404,035
+115,273
3436
$2.76M ﹤0.01%
65,270
-12,992
3437
$2.76M ﹤0.01%
5,896
-2,637
3438
$2.76M ﹤0.01%
173,991
-28,210
3439
$2.76M ﹤0.01%
172,570
-148,393
3440
$2.76M ﹤0.01%
243,166
-369,173
3441
$2.75M ﹤0.01%
83,543
+47,396
3442
$2.74M ﹤0.01%
267,924
-241,303
3443
$2.74M ﹤0.01%
324,598
-3,599
3444
$2.74M ﹤0.01%
24,104
+3,933
3445
$2.74M ﹤0.01%
77,539
-2,547
3446
$2.73M ﹤0.01%
489,433
-11,887
3447
$2.73M ﹤0.01%
28,912
-29,215
3448
$2.73M ﹤0.01%
112,352
-102,799
3449
$2.73M ﹤0.01%
61,568
-26,634
3450
$2.73M ﹤0.01%
9,254
-17,358
136 137
138
139 140