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
4326
$951K ﹤0.01%
166,880
+3,361
4327
$949K ﹤0.01%
29,680
+4,785
4328
$949K ﹤0.01%
33,786
+8,200
4329
$949K ﹤0.01%
218,210
-147,457
4330
$947K ﹤0.01%
9,178
-2,884
4331
$939K ﹤0.01%
76,459
+1,266
4332
$938K ﹤0.01%
18,944
+216
4333
$937K ﹤0.01%
88,640
-13,908
4334
$936K ﹤0.01%
20,251
-27,166
4335
$936K ﹤0.01%
248,758
-21,850
4336
$933K ﹤0.01%
43,827
+7,614
4337
$933K ﹤0.01%
8,823
-4,535
4338
$933K ﹤0.01%
75,805
-86,538
4339
$932K ﹤0.01%
37,752
+22,191
4340
$930K ﹤0.01%
39,556
-17,350
4341
$925K ﹤0.01%
71,660
+21,182
4342
$925K ﹤0.01%
50,654
-80,875
4343
$925K ﹤0.01%
73,775
+10,893
4344
$925K ﹤0.01%
41,328
-191,283
4345
$925K ﹤0.01%
38,205
-48,680
4346
$924K ﹤0.01%
68,442
-51,751
4347
$924K ﹤0.01%
21,473
-1,817
4348
$920K ﹤0.01%
29,649
+18,469
4349
$920K ﹤0.01%
44,133
+9,987
4350
$919K ﹤0.01%
62,675
+12,441
172 173
174
175 176