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
4601
$621K ﹤0.01%
9,015
-19,153
4602
$621K ﹤0.01%
45,300
-14,669
4603
$619K ﹤0.01%
23,457
+14,583
4604
$618K ﹤0.01%
31,407
-14,355
4605
$618K ﹤0.01%
552,255
-25
4606
$618K ﹤0.01%
9,677
-574
4607
$618K ﹤0.01%
30,892
-9,604
4608
$617K ﹤0.01%
50,774
-14,002
4609
$616K ﹤0.01%
60,401
-35,219
4610
$616K ﹤0.01%
69,522
+65,166
4611
$615K ﹤0.01%
14,723
-10,225
4612
$615K ﹤0.01%
55,985
-4,928
4613
$615K ﹤0.01%
25,279
-53,038
4614
$612K ﹤0.01%
309,332
+28,542
4615
$611K ﹤0.01%
12,499
-35,336
4616
$610K ﹤0.01%
179,976
-2,664
4617
$609K ﹤0.01%
67,403
-43,311
4618
$609K ﹤0.01%
63,356
+10,752
4619
$607K ﹤0.01%
83,322
-72,769
4620
$606K ﹤0.01%
101,738
-121,833
4621
$606K ﹤0.01%
52,447
+6,852
4622
$605K ﹤0.01%
20,921
-4,524
4623
$604K ﹤0.01%
12,127
-1,665
4624
$604K ﹤0.01%
56,286
+54,743
4625
$603K ﹤0.01%
14,822
-6,388
183 184
185
186 187