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
4551
$682K ﹤0.01%
51,693
+36,193
4552
$681K ﹤0.01%
40,305
+5,968
4553
$680K ﹤0.01%
25,713
-19,791
4554
$680K ﹤0.01%
36,109
-10,934
4555
$679K ﹤0.01%
45,141
-21,088
4556
$677K ﹤0.01%
22,305
-22,365
4557
$675K ﹤0.01%
36,457
+14,041
4558
$675K ﹤0.01%
50,502
+3,825
4559
$674K ﹤0.01%
23,586
-26,022
4560
$673K ﹤0.01%
34,728
+528
4561
$672K ﹤0.01%
48,459
-62,322
4562
$671K ﹤0.01%
59,702
-35,832
4563
$671K ﹤0.01%
+66,330
4564
$668K ﹤0.01%
204,456
-19,176
4565
$667K ﹤0.01%
25,871
+12,976
4566
$665K ﹤0.01%
22,532
-4,611
4567
$662K ﹤0.01%
41,865
-34,825
4568
$661K ﹤0.01%
180,573
4569
$661K ﹤0.01%
55,505
-50,461
4570
$659K ﹤0.01%
21,517
+2,384
4571
$657K ﹤0.01%
23,949
-24,927
4572
$653K ﹤0.01%
47,351
+44,167
4573
$653K ﹤0.01%
21,127
-436
4574
$652K ﹤0.01%
14,354
-28,647
4575
$651K ﹤0.01%
2,629
+790
181 182
183
184 185