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
376
$163M 0.05%
2,770,524
+717,393
377
$163M 0.05%
1,659,689
+834,600
378
$163M 0.05%
3,495,790
+311,529
379
$163M 0.05%
4,174,499
+1,888,905
380
$162M 0.05%
2,457,880
-745,954
381
$161M 0.05%
3,753,164
+274,609
382
$161M 0.05%
3,328,221
+622,829
383
$160M 0.05%
3,175,533
+178,189
384
$159M 0.05%
4,978,536
+2,866,409
385
$159M 0.05%
2,674,442
+193,920
386
$157M 0.05%
1,244,418
+457,657
387
$156M 0.05%
3,636,831
-701,785
388
$156M 0.05%
18,344,145
+757,534
389
$156M 0.05%
2,210,848
-81,762
390
$156M 0.05%
1,804,172
+1,341,797
391
$155M 0.05%
3,685,222
-373,520
392
$155M 0.05%
4,388,168
+159,132
393
$154M 0.05%
894,926
-236,588
394
$153M 0.05%
6,259,038
-1,879,212
395
$153M 0.05%
3,171,307
-352,446
396
$152M 0.05%
4,006,210
+24,364
397
$152M 0.05%
5,259,982
-975,537
398
$151M 0.05%
3,592,910
-619,428
399
$151M 0.05%
4,650,786
+29,613
400
$151M 0.05%
2,044,403
-795,329
14 15
16
17 18