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
3651
$2.2M ﹤0.01%
87,934
-4,810
3652
$2.19M ﹤0.01%
122,373
-10,236
3653
$2.19M ﹤0.01%
454,762
-59,465
3654
$2.19M ﹤0.01%
46,579
-20,336
3655
$2.18M ﹤0.01%
130,490
-33,544
3656
$2.18M ﹤0.01%
281,358
+303
3657
$2.18M ﹤0.01%
206,786
-174,683
3658
$2.18M ﹤0.01%
344,478
-395,179
3659
$2.17M ﹤0.01%
85,491
+29,938
3660
$2.17M ﹤0.01%
42,318
+4,456
3661
$2.17M ﹤0.01%
30,458
-33,852
3662
$2.17M ﹤0.01%
27,587
-18,029
3663
$2.17M ﹤0.01%
248,832
-68,101
3664
$2.16M ﹤0.01%
119,238
+1,725
3665
$2.16M ﹤0.01%
49,822
-43,433
3666
$2.16M ﹤0.01%
166,485
+12,281
3667
$2.16M ﹤0.01%
44,635
-25,932
3668
$2.15M ﹤0.01%
66,158
-10,643
3669
$2.14M ﹤0.01%
89,123
+7,167
3670
$2.14M ﹤0.01%
101,565
-4,178
3671
$2.14M ﹤0.01%
295,476
+35,839
3672
$2.13M ﹤0.01%
124,013
-24,461
3673
$2.13M ﹤0.01%
132,816
-84,886
3674
$2.13M ﹤0.01%
88,911
+49,216
3675
$2.13M ﹤0.01%
21,212
-26,676
145 146
147
148 149