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
4126
$1.24M ﹤0.01%
46,660
+2,045
4127
$1.24M ﹤0.01%
20,324
-5,189
4128
$1.23M ﹤0.01%
102,546
-2,011
4129
$1.23M ﹤0.01%
71,263
-25,246
4130
$1.23M ﹤0.01%
31,252
-17,578
4131
$1.23M ﹤0.01%
100,059
+12,668
4132
$1.23M ﹤0.01%
48,701
-5,392
4133
$1.22M ﹤0.01%
29,691
+12,694
4134
$1.22M ﹤0.01%
94,151
-16,205
4135
$1.22M ﹤0.01%
118,814
-3,801
4136
$1.22M ﹤0.01%
58,309
-152
4137
$1.22M ﹤0.01%
47,281
-576
4138
$1.22M ﹤0.01%
22,578
-61,048
4139
$1.22M ﹤0.01%
104,460
-20,310
4140
$1.21M ﹤0.01%
9,891
-5,171
4141
$1.21M ﹤0.01%
18,895
-24,982
4142
$1.21M ﹤0.01%
58,845
-21,880
4143
$1.21M ﹤0.01%
47,047
-2,595
4144
$1.21M ﹤0.01%
33,540
-130,830
4145
$1.21M ﹤0.01%
122,312
-38,890
4146
$1.21M ﹤0.01%
50,764
-178,610
4147
$1.21M ﹤0.01%
45,774
-22,014
4148
$1.2M ﹤0.01%
50,274
-55,487
4149
$1.2M ﹤0.01%
102,466
+5,877
4150
$1.2M ﹤0.01%
42,175
+3,902
164 165
166
167 168