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
4701
$529K ﹤0.01%
82,115
+44,750
4702
$528K ﹤0.01%
14,927
-10,246
4703
$528K ﹤0.01%
13,907
+13,245
4704
$527K ﹤0.01%
22,054
-23,682
4705
$527K ﹤0.01%
405,150
+249,317
4706
$527K ﹤0.01%
12,268
+10,591
4707
$526K ﹤0.01%
44,191
-52,625
4708
$525K ﹤0.01%
59,002
+22,557
4709
$525K ﹤0.01%
3,213
+2,975
4710
$524K ﹤0.01%
71,679
-50,449
4711
$523K ﹤0.01%
4,185
+4,027
4712
$522K ﹤0.01%
27,151
+3,839
4713
$521K ﹤0.01%
14,940
+1,543
4714
$520K ﹤0.01%
32,921
+11,231
4715
$520K ﹤0.01%
21,128
-997
4716
$520K ﹤0.01%
64,583
-73,047
4717
$519K ﹤0.01%
13,145
-5,119
4718
$517K ﹤0.01%
116,657
-59,465
4719
$515K ﹤0.01%
35,964
-8,520
4720
$515K ﹤0.01%
78,080
-70,496
4721
$515K ﹤0.01%
61,335
-55,807
4722
$514K ﹤0.01%
21,945
-18,985
4723
$514K ﹤0.01%
20,091
+513
4724
$512K ﹤0.01%
68,312
-3,016
4725
$511K ﹤0.01%
19,342
+1,089
187 188
189
190 191