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
426
$140M 0.04%
5,835,150
+45,557
427
$140M 0.04%
1,016,838
-60,445
428
$140M 0.04%
4,455,174
+998,013
429
$139M 0.04%
2,127,017
+645,865
430
$139M 0.04%
9,543,145
+3,554,504
431
$138M 0.04%
7,694,895
+1,685,085
432
$138M 0.04%
1,894,706
-38,777
433
$138M 0.04%
2,361,105
-52,246
434
$138M 0.04%
482,812
+79,499
435
$137M 0.04%
2,641,967
-580,213
436
$137M 0.04%
3,293,228
-54,778
437
$136M 0.04%
1,209,501
-133,312
438
$135M 0.04%
3,272,868
+239,542
439
$135M 0.04%
1,556,694
-44,771
440
$135M 0.04%
3,013,055
-333,201
441
$134M 0.04%
996,369
+241,210
442
$134M 0.04%
4,839,239
+439,040
443
$134M 0.04%
2,180,163
-752,628
444
$134M 0.04%
1,396,632
-15,655
445
$134M 0.04%
4,878,088
-782,085
446
$133M 0.04%
2,506,358
+75,518
447
$133M 0.04%
3,700,469
-700,624
448
$133M 0.04%
5,999,571
-2,416,833
449
$132M 0.04%
5,212,126
+248,975
450
$131M 0.04%
7,333,354
+3,003,129
16 17
18
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