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
4226
$1.09M ﹤0.01%
111,215
-13,458
4227
$1.09M ﹤0.01%
170,140
-3,285
4228
$1.09M ﹤0.01%
87,048
+60,161
4229
$1.09M ﹤0.01%
159,606
-11,954
4230
$1.08M ﹤0.01%
125,246
-55,903
4231
$1.08M ﹤0.01%
49,485
-53,305
4232
$1.08M ﹤0.01%
40,154
+27,881
4233
$1.08M ﹤0.01%
108,751
+84,354
4234
$1.08M ﹤0.01%
60,742
-1,946
4235
$1.08M ﹤0.01%
12,836
+10,501
4236
$1.08M ﹤0.01%
76,524
-25,336
4237
$1.08M ﹤0.01%
70,039
-69,823
4238
$1.08M ﹤0.01%
43,048
+19,441
4239
$1.08M ﹤0.01%
41,823
-5,179
4240
$1.07M ﹤0.01%
74,581
-736,972
4241
$1.07M ﹤0.01%
13,590
+860
4242
$1.07M ﹤0.01%
196,877
-43,993
4243
$1.07M ﹤0.01%
26,567
+5,226
4244
$1.07M ﹤0.01%
8,922
-3,340
4245
$1.07M ﹤0.01%
8,740
-13,526
4246
$1.07M ﹤0.01%
8,922
-4,929
4247
$1.07M ﹤0.01%
76,001
-45,554
4248
$1.06M ﹤0.01%
57,223
-37,474
4249
$1.06M ﹤0.01%
15,446
-7,246
4250
$1.06M ﹤0.01%
64,625
-24,446
168 169
170
171 172