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
3851
$1.72M ﹤0.01%
51,370
-1,110,319
3852
$1.72M ﹤0.01%
105,869
+67,604
3853
$1.72M ﹤0.01%
138,896
-88,557
3854
$1.72M ﹤0.01%
26,028
+3,413
3855
$1.72M ﹤0.01%
31,203
-33,034
3856
$1.72M ﹤0.01%
273
-127
3857
$1.71M ﹤0.01%
199,232
+6,993
3858
$1.71M ﹤0.01%
193,247
-90,391
3859
$1.71M ﹤0.01%
68,780
-46,941
3860
$1.71M ﹤0.01%
122,862
-236,059
3861
$1.71M ﹤0.01%
84,994
-109,264
3862
$1.71M ﹤0.01%
65,056
+11,198
3863
$1.71M ﹤0.01%
30,309
-13,532
3864
$1.71M ﹤0.01%
70,372
-43,146
3865
$1.71M ﹤0.01%
47,465
+2,618
3866
$1.7M ﹤0.01%
97,963
+24,907
3867
$1.7M ﹤0.01%
164,585
-54,849
3868
$1.7M ﹤0.01%
434,766
-30,623
3869
$1.7M ﹤0.01%
60,504
-1,956
3870
$1.69M ﹤0.01%
88,526
+20,987
3871
$1.69M ﹤0.01%
89,935
-13,364
3872
$1.69M ﹤0.01%
68,868
-12,201
3873
$1.69M ﹤0.01%
142,162
+965
3874
$1.69M ﹤0.01%
19,153
-16,248
3875
$1.69M ﹤0.01%
220,374
+205,783
153 154
155
156 157