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
3801
$1.82M ﹤0.01%
131,324
-78,606
3802
$1.82M ﹤0.01%
39,544
+28,104
3803
$1.82M ﹤0.01%
403,123
-189,733
3804
$1.82M ﹤0.01%
89,970
+36,977
3805
$1.82M ﹤0.01%
92,884
-99,429
3806
$1.82M ﹤0.01%
34,415
-47,612
3807
$1.82M ﹤0.01%
+121,600
3808
$1.81M ﹤0.01%
33,709
+198
3809
$1.81M ﹤0.01%
22,113
-36,371
3810
$1.81M ﹤0.01%
45,912
-19,396
3811
$1.81M ﹤0.01%
154,472
+152,879
3812
$1.81M ﹤0.01%
64,545
-3,649
3813
$1.8M ﹤0.01%
56,145
-3,414
3814
$1.8M ﹤0.01%
36,407
-3,855
3815
$1.8M ﹤0.01%
144,443
-24,269
3816
$1.79M ﹤0.01%
201,485
-4,066
3817
$1.79M ﹤0.01%
311,991
+227,381
3818
$1.79M ﹤0.01%
51,124
+24,490
3819
$1.79M ﹤0.01%
67,662
-77,491
3820
$1.79M ﹤0.01%
28,191
+17,483
3821
$1.78M ﹤0.01%
55,256
-15,464
3822
$1.78M ﹤0.01%
149,964
-62,760
3823
$1.78M ﹤0.01%
67,853
+3,156
3824
$1.77M ﹤0.01%
179,541
+5,916
3825
$1.77M ﹤0.01%
23,102
-9,320
151 152
153
154 155