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
351
$177M 0.05%
8,371,848
+1,278,524
352
$176M 0.05%
2,184,723
-148,803
353
$175M 0.05%
5,353,601
+477,744
354
$175M 0.05%
1,452,181
-84,232
355
$174M 0.05%
7,697,546
-162,996
356
$174M 0.05%
10,011,999
+1,633,971
357
$173M 0.05%
7,111,844
-1,199,631
358
$173M 0.05%
+6,658,594
359
$173M 0.05%
1,939,244
+1,251,041
360
$172M 0.05%
9,184,926
-1,240,176
361
$172M 0.05%
5,297,551
+1,822,804
362
$172M 0.05%
3,262,608
-428,826
363
$172M 0.05%
863,184
+547,047
364
$172M 0.05%
6,232,497
+1,161,329
365
$170M 0.05%
3,764,318
-431,510
366
$169M 0.05%
1,589,916
+88,381
367
$169M 0.05%
4,218,392
+1,124,578
368
$169M 0.05%
1,522,448
-107,941
369
$167M 0.05%
2,788,254
-338,045
370
$166M 0.05%
1,606,695
-420,438
371
$166M 0.05%
2,035,339
+402,151
372
$164M 0.05%
993,502
+142,818
373
$164M 0.05%
2,786,888
+601,496
374
$164M 0.05%
2,623,017
+159,716
375
$163M 0.05%
8,925,784
+447,888
13 14
15
16 17