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
3501
$2.61M ﹤0.01%
52,693
-158,961
3502
$2.6M ﹤0.01%
276,573
-107,823
3503
$2.6M ﹤0.01%
36,896
+2,061
3504
$2.6M ﹤0.01%
41,451
-100,675
3505
$2.59M ﹤0.01%
44,564
-7,632
3506
$2.59M ﹤0.01%
251,694
-89,465
3507
$2.59M ﹤0.01%
274,065
-102,821
3508
$2.58M ﹤0.01%
622,885
+62,947
3509
$2.58M ﹤0.01%
1,025
-2,105
3510
$2.58M ﹤0.01%
97,888
-2,499
3511
$2.58M ﹤0.01%
182,765
-24,341
3512
$2.57M ﹤0.01%
200,371
-18,919
3513
$2.57M ﹤0.01%
564,780
+298,704
3514
$2.57M ﹤0.01%
142,537
-93,327
3515
$2.56M ﹤0.01%
106,397
-66,409
3516
$2.56M ﹤0.01%
352,857
-105,591
3517
$2.56M ﹤0.01%
166,163
-39,581
3518
$2.56M ﹤0.01%
202,562
+6,983
3519
$2.56M ﹤0.01%
160,023
-144,833
3520
$2.56M ﹤0.01%
284,356
+9,818
3521
$2.55M ﹤0.01%
80,386
-144,822
3522
$2.54M ﹤0.01%
74,823
-379
3523
$2.54M ﹤0.01%
110,789
+41,244
3524
$2.54M ﹤0.01%
134,107
-60,755
3525
$2.53M ﹤0.01%
195,601
-46,626
139 140
141
142 143