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
4051
$1.38M ﹤0.01%
370,816
+176,932
4052
$1.38M ﹤0.01%
81,059
-62,795
4053
$1.37M ﹤0.01%
105,340
+28,118
4054
$1.37M ﹤0.01%
49,906
+13,676
4055
$1.37M ﹤0.01%
99,039
-11,603
4056
$1.37M ﹤0.01%
89,841
-88,915
4057
$1.37M ﹤0.01%
99,824
-19,931
4058
$1.37M ﹤0.01%
69,666
-23,230
4059
$1.37M ﹤0.01%
33,855
-1,796
4060
$1.36M ﹤0.01%
538,090
-596,240
4061
$1.36M ﹤0.01%
19,745
-1,011
4062
$1.36M ﹤0.01%
156,650
-186,792
4063
$1.36M ﹤0.01%
76,129
-44,049
4064
$1.36M ﹤0.01%
151,832
-90,814
4065
$1.36M ﹤0.01%
84,274
+10,634
4066
$1.35M ﹤0.01%
22,850
-22,263
4067
$1.35M ﹤0.01%
111,720
-147,806
4068
$1.35M ﹤0.01%
388,854
+156,096
4069
$1.35M ﹤0.01%
4,692
-3,318
4070
$1.34M ﹤0.01%
22,640
-26,499
4071
$1.34M ﹤0.01%
54,478
-56,331
4072
$1.34M ﹤0.01%
9,708
-230
4073
$1.34M ﹤0.01%
37,995
+3,571
4074
$1.34M ﹤0.01%
36,345
-220
4075
$1.33M ﹤0.01%
30,803
-16,570
161 162
163
164 165