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
4476
$772K ﹤0.01%
68,431
-31,138
4477
$771K ﹤0.01%
48,362
+12,253
4478
$768K ﹤0.01%
25,832
-5,823
4479
$766K ﹤0.01%
+27,786
4480
$763K ﹤0.01%
58,328
-1,469
4481
$762K ﹤0.01%
1,043
+549
4482
$762K ﹤0.01%
45,255
-757,662
4483
$759K ﹤0.01%
13,920
+436
4484
$756K ﹤0.01%
30,498
-9,893
4485
$754K ﹤0.01%
10,224
+1,305
4486
$754K ﹤0.01%
81,873
-6,826
4487
$754K ﹤0.01%
53,000
-1,267
4488
$753K ﹤0.01%
27,148
+2,076
4489
$753K ﹤0.01%
13,731
+271
4490
$751K ﹤0.01%
67,389
-10,578
4491
$750K ﹤0.01%
14,696
+2,453
4492
$749K ﹤0.01%
5,738
-1,589
4493
$747K ﹤0.01%
77,547
+13,461
4494
$745K ﹤0.01%
6,593
-1,858
4495
$743K ﹤0.01%
28,331
-12,784
4496
$743K ﹤0.01%
37,053
-19,503
4497
$742K ﹤0.01%
75,323
-219,780
4498
$741K ﹤0.01%
139,860
+110,385
4499
$740K ﹤0.01%
41,889
+6,841
4500
$739K ﹤0.01%
+51,782
178 179
180
181 182