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
4576
$651K ﹤0.01%
184,424
-1,797,667
4577
$651K ﹤0.01%
497,023
-1,874,097
4578
$650K ﹤0.01%
286,475
-224,808
4579
$650K ﹤0.01%
44,643
-17,732
4580
$649K ﹤0.01%
84,320
+42,975
4581
$648K ﹤0.01%
2,331
-1,784
4582
$647K ﹤0.01%
57,824
+197
4583
$646K ﹤0.01%
20,950
-8,787
4584
$645K ﹤0.01%
9,548
-4,778
4585
$645K ﹤0.01%
36,178
-34,372
4586
$642K ﹤0.01%
28,302
-11,934
4587
$638K ﹤0.01%
47,630
-31,795
4588
$637K ﹤0.01%
40,060
-1,942
4589
$637K ﹤0.01%
27,788
-11,520
4590
$631K ﹤0.01%
75,815
+30,666
4591
$631K ﹤0.01%
18,148
-14,606
4592
$630K ﹤0.01%
6,404
-2,236
4593
$627K ﹤0.01%
30,850
+442
4594
$626K ﹤0.01%
656
+40
4595
$624K ﹤0.01%
83,688
-92,925
4596
$624K ﹤0.01%
102,658
-14,404
4597
$623K ﹤0.01%
2,267
+410
4598
$622K ﹤0.01%
13,479
-3,208
4599
$622K ﹤0.01%
105,641
-69,146
4600
$621K ﹤0.01%
61,193
+2,779
182 183
184
185 186