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
3626
$2.24M ﹤0.01%
21,801
-3,061
3627
$2.24M ﹤0.01%
87,583
-13,527
3628
$2.24M ﹤0.01%
41,237
-19,802
3629
$2.23M ﹤0.01%
150,276
+7,494
3630
$2.23M ﹤0.01%
329,923
+16,145
3631
$2.23M ﹤0.01%
48,446
+22,211
3632
$2.23M ﹤0.01%
62,449
-24,812
3633
$2.23M ﹤0.01%
166,602
-32,823
3634
$2.23M ﹤0.01%
44,165
-13,386
3635
$2.23M ﹤0.01%
157,167
+31,714
3636
$2.23M ﹤0.01%
328,844
-45,491
3637
$2.23M ﹤0.01%
213,016
-11,419
3638
$2.22M ﹤0.01%
20,563
+149
3639
$2.22M ﹤0.01%
49,310
-18,081
3640
$2.22M ﹤0.01%
90,034
+22,128
3641
$2.22M ﹤0.01%
144,687
+13,966
3642
$2.22M ﹤0.01%
77,003
-1,738
3643
$2.21M ﹤0.01%
157,998
-7,199
3644
$2.21M ﹤0.01%
156,253
+17,824
3645
$2.21M ﹤0.01%
133,005
-129,564
3646
$2.21M ﹤0.01%
39,501
-2,714
3647
$2.2M ﹤0.01%
89,485
+55,517
3648
$2.2M ﹤0.01%
109,414
-64,440
3649
$2.2M ﹤0.01%
52,403
+305
3650
$2.2M ﹤0.01%
152,157
-92,796
144 145
146
147 148