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
4001
$1.45M ﹤0.01%
31,496
-32,113
4002
$1.45M ﹤0.01%
7,034
-201
4003
$1.44M ﹤0.01%
57,661
-31,311
4004
$1.44M ﹤0.01%
83,617
+2,413
4005
$1.44M ﹤0.01%
41,294
-34,729
4006
$1.44M ﹤0.01%
119,820
-53,068
4007
$1.44M ﹤0.01%
79,385
-7,628
4008
$1.44M ﹤0.01%
39,740
-39,933
4009
$1.44M ﹤0.01%
15,387
-31,020
4010
$1.44M ﹤0.01%
12,325
-12,430
4011
$1.44M ﹤0.01%
+607,966
4012
$1.43M ﹤0.01%
20,098
-13,533
4013
$1.43M ﹤0.01%
56,974
-19,324
4014
$1.43M ﹤0.01%
23,902
+8,488
4015
$1.43M ﹤0.01%
101,670
+1,632
4016
$1.42M ﹤0.01%
17,189
-2,228
4017
$1.42M ﹤0.01%
134,965
+47,717
4018
$1.42M ﹤0.01%
189,769
-41,366
4019
$1.42M ﹤0.01%
14,144
-22,487
4020
$1.42M ﹤0.01%
13,548
+7,700
4021
$1.42M ﹤0.01%
82,513
-44,358
4022
$1.42M ﹤0.01%
77,206
+5,331
4023
$1.41M ﹤0.01%
82,128
+6,073
4024
$1.41M ﹤0.01%
134,376
-8,598
4025
$1.41M ﹤0.01%
376,552
+120,372
159 160
161
162 163