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
4201
$1.12M ﹤0.01%
9,527
-9,634
4202
$1.12M ﹤0.01%
81,920
+16,364
4203
$1.12M ﹤0.01%
107,122
-5,816
4204
$1.12M ﹤0.01%
88,579
-8,093
4205
$1.12M ﹤0.01%
14,978
+2,189
4206
$1.12M ﹤0.01%
134,779
+8,406
4207
$1.12M ﹤0.01%
67,392
+11,550
4208
$1.11M ﹤0.01%
45,393
-34,978
4209
$1.11M ﹤0.01%
9,090
-3,538
4210
$1.11M ﹤0.01%
53,091
+4,094
4211
$1.11M ﹤0.01%
24,837
-5,951
4212
$1.11M ﹤0.01%
76,734
-7,488
4213
$1.11M ﹤0.01%
75,568
-2,551
4214
$1.11M ﹤0.01%
15,973
+1,454
4215
$1.11M ﹤0.01%
77,184
-48,526
4216
$1.1M ﹤0.01%
74,415
+608
4217
$1.1M ﹤0.01%
43,698
+23,644
4218
$1.1M ﹤0.01%
64,801
-40,958
4219
$1.1M ﹤0.01%
4,070
-4,581
4220
$1.1M ﹤0.01%
69,671
-47,824
4221
$1.1M ﹤0.01%
104,176
-35,765
4222
$1.1M ﹤0.01%
264,441
+46,998
4223
$1.1M ﹤0.01%
246,245
-345,127
4224
$1.09M ﹤0.01%
75,803
+71,177
4225
$1.09M ﹤0.01%
58,450
-24,078
167 168
169
170 171