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
4176
$1.16M ﹤0.01%
85,216
+51,177
4177
$1.16M ﹤0.01%
26,870
-3,190
4178
$1.16M ﹤0.01%
9,046
-6,574
4179
$1.16M ﹤0.01%
23,088
-21,219
4180
$1.16M ﹤0.01%
32,574
+255
4181
$1.16M ﹤0.01%
75,731
+4,386
4182
$1.16M ﹤0.01%
28,758
-2,262
4183
$1.16M ﹤0.01%
494,017
+279,709
4184
$1.16M ﹤0.01%
105,123
-278,818
4185
$1.15M ﹤0.01%
62,211
+40,196
4186
$1.15M ﹤0.01%
69,587
-30,146
4187
$1.15M ﹤0.01%
52,251
+3,079
4188
$1.15M ﹤0.01%
135,335
+3,547
4189
$1.14M ﹤0.01%
131,415
-2,267
4190
$1.14M ﹤0.01%
59,205
+3,011
4191
$1.14M ﹤0.01%
28,797
-33,933
4192
$1.14M ﹤0.01%
30,294
-7,245
4193
$1.14M ﹤0.01%
62,517
-107,722
4194
$1.14M ﹤0.01%
57,805
-12,177
4195
$1.14M ﹤0.01%
29,399
-49,693
4196
$1.13M ﹤0.01%
4,908
+4,483
4197
$1.13M ﹤0.01%
86,687
-10,008
4198
$1.13M ﹤0.01%
139,553
-223,804
4199
$1.13M ﹤0.01%
213,092
-81,570
4200
$1.13M ﹤0.01%
70,397
+49,703
166 167
168
169 170