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
3751
$1.96M ﹤0.01%
30,259
-94,798
3752
$1.96M ﹤0.01%
35,018
+13,329
3753
$1.95M ﹤0.01%
44,011
-42,107
3754
$1.95M ﹤0.01%
488,088
-68,476
3755
$1.95M ﹤0.01%
87,097
+12,770
3756
$1.94M ﹤0.01%
76,848
-103,420
3757
$1.94M ﹤0.01%
58,649
+1,010
3758
$1.94M ﹤0.01%
146,580
-23,071
3759
$1.94M ﹤0.01%
129,543
-15,922
3760
$1.94M ﹤0.01%
64,885
-93,342
3761
$1.94M ﹤0.01%
68,683
-102,509
3762
$1.93M ﹤0.01%
61,266
+20,205
3763
$1.93M ﹤0.01%
113,936
-9,755
3764
$1.93M ﹤0.01%
71,443
-13,712
3765
$1.93M ﹤0.01%
29,405
-19,918
3766
$1.92M ﹤0.01%
240,482
+7,731
3767
$1.92M ﹤0.01%
41,030
-35,412
3768
$1.92M ﹤0.01%
20,923
-30,170
3769
$1.92M ﹤0.01%
25,854
+9,414
3770
$1.92M ﹤0.01%
70,814
-264,642
3771
$1.91M ﹤0.01%
23,735
-14,853
3772
$1.91M ﹤0.01%
237,023
-21,375
3773
$1.91M ﹤0.01%
228,953
-46,670
3774
$1.9M ﹤0.01%
61,895
-63,442
3775
$1.89M ﹤0.01%
223,462
+32,939
149 150
151
152 153