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
3901
$1.64M ﹤0.01%
163,696
+133,263
3902
$1.64M ﹤0.01%
153,285
-168,245
3903
$1.64M ﹤0.01%
344,334
-145,666
3904
$1.63M ﹤0.01%
38,219
-170,652
3905
$1.63M ﹤0.01%
102,317
-13,905
3906
$1.63M ﹤0.01%
301,689
-98,065
3907
$1.63M ﹤0.01%
69,860
-42,454
3908
$1.63M ﹤0.01%
40,816
+25,509
3909
$1.62M ﹤0.01%
59,832
-48,804
3910
$1.62M ﹤0.01%
76,057
-17,903
3911
$1.62M ﹤0.01%
713,836
+205,918
3912
$1.62M ﹤0.01%
54,876
-79,515
3913
$1.62M ﹤0.01%
36,443
-27,653
3914
$1.62M ﹤0.01%
8,117
+2,223
3915
$1.62M ﹤0.01%
1,685
-763
3916
$1.62M ﹤0.01%
75,951
-12,770
3917
$1.62M ﹤0.01%
85,129
-8,289
3918
$1.62M ﹤0.01%
2,240
+927
3919
$1.61M ﹤0.01%
318,095
-353,614
3920
$1.61M ﹤0.01%
35,121
+1,318
3921
$1.61M ﹤0.01%
94,430
+15,941
3922
$1.61M ﹤0.01%
38,843
-1,675
3923
$1.61M ﹤0.01%
13,512
+1,811
3924
$1.6M ﹤0.01%
44,719
+1,510
3925
$1.6M ﹤0.01%
308,705
-105,845
155 156
157
158 159