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
3826
$1.77M ﹤0.01%
71,471
-16,868
3827
$1.77M ﹤0.01%
4,097
-4,609
3828
$1.77M ﹤0.01%
+135,702
3829
$1.77M ﹤0.01%
107,097
-55,359
3830
$1.77M ﹤0.01%
38,663
+37,485
3831
$1.76M ﹤0.01%
64,725
-11,553
3832
$1.76M ﹤0.01%
71,962
-2,740
3833
$1.76M ﹤0.01%
125,382
-59,841
3834
$1.76M ﹤0.01%
108,549
+6,026
3835
$1.75M ﹤0.01%
66,416
+60,703
3836
$1.75M ﹤0.01%
115,070
-776,154
3837
$1.75M ﹤0.01%
5,761
-2,689
3838
$1.75M ﹤0.01%
178,938
+16,229
3839
$1.75M ﹤0.01%
122,083
-69,423
3840
$1.74M ﹤0.01%
215,057
+81,536
3841
$1.74M ﹤0.01%
22,369
+12,871
3842
$1.74M ﹤0.01%
166,319
-15,725
3843
$1.74M ﹤0.01%
58,746
-9,285
3844
$1.74M ﹤0.01%
32,333
+27,123
3845
$1.73M ﹤0.01%
117,637
-3,404
3846
$1.73M ﹤0.01%
413,582
+48,116
3847
$1.72M ﹤0.01%
22,681
+1,758
3848
$1.72M ﹤0.01%
31,964
-28,474
3849
$1.72M ﹤0.01%
129,350
+3,166
3850
$1.72M ﹤0.01%
342,823
-17,516
152 153
154
155 156