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
4301
$976K ﹤0.01%
47,594
-28,922
4302
$975K ﹤0.01%
78,686
-10,583
4303
$974K ﹤0.01%
24,322
-20,384
4304
$974K ﹤0.01%
46,701
-61,122
4305
$973K ﹤0.01%
63,756
+14,581
4306
$972K ﹤0.01%
65,415
-8,727
4307
$972K ﹤0.01%
58,580
+6,801
4308
$971K ﹤0.01%
128,506
-32,324
4309
$971K ﹤0.01%
138,948
+2,267
4310
$970K ﹤0.01%
186,500
+136,800
4311
$970K ﹤0.01%
37,883
+8,178
4312
$969K ﹤0.01%
17,402
+12,380
4313
$969K ﹤0.01%
133,810
-24,503
4314
$967K ﹤0.01%
20,599
-34,376
4315
$965K ﹤0.01%
76,822
+28,223
4316
$964K ﹤0.01%
45,930
-62,927
4317
$962K ﹤0.01%
76,914
-44,624
4318
$961K ﹤0.01%
29,907
-7,782
4319
$961K ﹤0.01%
25,229
+10,751
4320
$961K ﹤0.01%
13,276
-17,302
4321
$955K ﹤0.01%
9,867
-44,888
4322
$954K ﹤0.01%
81,026
+4,899
4323
$954K ﹤0.01%
47,122
-54,488
4324
$953K ﹤0.01%
37,017
-11,851
4325
$951K ﹤0.01%
292,695
+14,695
171 172
173
174 175