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
4351
$918K ﹤0.01%
45,718
+9,266
4352
$916K ﹤0.01%
76,000
+7,943
4353
$916K ﹤0.01%
53,084
-10,692
4354
$916K ﹤0.01%
66,630
+17,293
4355
$915K ﹤0.01%
37,318
-24,102
4356
$915K ﹤0.01%
136,496
+81,872
4357
$912K ﹤0.01%
10,667
-6,823
4358
$911K ﹤0.01%
63,400
+4,080
4359
$910K ﹤0.01%
30,695
-20,598
4360
$910K ﹤0.01%
285,939
-95,119
4361
$910K ﹤0.01%
126,294
+18,893
4362
$909K ﹤0.01%
83,791
+38,564
4363
$909K ﹤0.01%
80,568
-62,540
4364
$901K ﹤0.01%
2,015
+827
4365
$900K ﹤0.01%
1,449
+547
4366
$898K ﹤0.01%
40,227
-11,879
4367
$897K ﹤0.01%
36,015
-36,268
4368
$896K ﹤0.01%
123,171
+12,310
4369
$896K ﹤0.01%
+29,892
4370
$894K ﹤0.01%
47,259
-44,882
4371
$892K ﹤0.01%
1,891
-22,492
4372
$891K ﹤0.01%
214,551
-24,271
4373
$890K ﹤0.01%
119,757
-10,358
4374
$889K ﹤0.01%
31,905
-753
4375
$887K ﹤0.01%
5,018
-1,593
173 174
175
176 177