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
3776
$1.89M ﹤0.01%
10,918
+4,282
3777
$1.89M ﹤0.01%
20,797
-39,947
3778
$1.89M ﹤0.01%
54,219
+578
3779
$1.89M ﹤0.01%
70,183
-5,495
3780
$1.89M ﹤0.01%
115,976
+4,960
3781
$1.89M ﹤0.01%
502,670
+356,320
3782
$1.89M ﹤0.01%
59,161
+47,014
3783
$1.88M ﹤0.01%
79,686
-38,814
3784
$1.88M ﹤0.01%
71,672
-207,942
3785
$1.88M ﹤0.01%
1,042,796
-110,583
3786
$1.87M ﹤0.01%
62,763
-40,614
3787
$1.87M ﹤0.01%
108,956
-10,226
3788
$1.87M ﹤0.01%
134,357
-48,891
3789
$1.87M ﹤0.01%
72,855
+9,096
3790
$1.87M ﹤0.01%
73,802
+13,339
3791
$1.86M ﹤0.01%
+116,710
3792
$1.86M ﹤0.01%
53,702
+40,592
3793
$1.86M ﹤0.01%
194,973
-110,339
3794
$1.86M ﹤0.01%
58,920
-31,259
3795
$1.85M ﹤0.01%
80,475
+33,669
3796
$1.84M ﹤0.01%
66,678
-21,531
3797
$1.84M ﹤0.01%
63,082
+12,264
3798
$1.83M ﹤0.01%
33,894
-12,099
3799
$1.83M ﹤0.01%
121,504
-513
3800
$1.83M ﹤0.01%
68,234
-2,532
150 151
152
153 154