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
4426
$824K ﹤0.01%
91,526
-113,227
4427
$821K ﹤0.01%
16,571
-12,325
4428
$821K ﹤0.01%
42,506
-30,414
4429
$817K ﹤0.01%
65,220
-28,153
4430
$816K ﹤0.01%
67,143
+1,349
4431
$815K ﹤0.01%
31,006
-166,255
4432
$812K ﹤0.01%
18,259
-3,997
4433
$812K ﹤0.01%
48,016
+16,412
4434
$811K ﹤0.01%
16,302
-23,200
4435
$810K ﹤0.01%
85,843
-22,943
4436
$808K ﹤0.01%
27,592
-31,405
4437
$807K ﹤0.01%
14,623
+353
4438
$806K ﹤0.01%
119,605
-194,513
4439
$806K ﹤0.01%
544,145
+202,178
4440
$804K ﹤0.01%
122,977
-27,632
4441
$804K ﹤0.01%
19,918
+16,813
4442
$803K ﹤0.01%
56,815
+17,565
4443
$803K ﹤0.01%
213,450
-8,500
4444
$800K ﹤0.01%
22,491
-127
4445
$800K ﹤0.01%
59,288
-120,671
4446
$799K ﹤0.01%
57,459
+1,146
4447
$799K ﹤0.01%
111,763
+74,715
4448
$799K ﹤0.01%
57,323
-1,544
4449
$797K ﹤0.01%
35,619
+13,180
4450
$797K ﹤0.01%
26,535
-18,346
176 177
178
179 180