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
3526
$2.53M ﹤0.01%
92,490
-99,675
3527
$2.53M ﹤0.01%
206,879
-151,726
3528
$2.53M ﹤0.01%
115,216
-114,662
3529
$2.52M ﹤0.01%
60,099
-16,907
3530
$2.52M ﹤0.01%
80,877
-54,929
3531
$2.52M ﹤0.01%
56,715
-63,840
3532
$2.51M ﹤0.01%
92,081
-32,994
3533
$2.51M ﹤0.01%
180,180
-110,647
3534
$2.51M ﹤0.01%
123,504
-72,169
3535
$2.51M ﹤0.01%
65,260
+1,719
3536
$2.5M ﹤0.01%
174,765
+32,276
3537
$2.48M ﹤0.01%
191,801
-41,602
3538
$2.48M ﹤0.01%
48,900
+8,202
3539
$2.48M ﹤0.01%
41,520
-5,390
3540
$2.47M ﹤0.01%
67,118
-55,404
3541
$2.47M ﹤0.01%
121,200
-1,295
3542
$2.47M ﹤0.01%
334,494
+24,554
3543
$2.47M ﹤0.01%
341,602
-29,404
3544
$2.46M ﹤0.01%
62,081
-91,147
3545
$2.46M ﹤0.01%
83,755
-19,916
3546
$2.46M ﹤0.01%
100,560
-21,076
3547
$2.45M ﹤0.01%
19,570
-1,535
3548
$2.45M ﹤0.01%
167,884
-34,053
3549
$2.45M ﹤0.01%
67,075
-12,909
3550
$2.45M ﹤0.01%
108,953
-279,357
140 141
142
143 144