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
451
$131M 0.04%
1,251,422
-63,979
452
$131M 0.04%
2,416,773
+844,266
453
$130M 0.04%
1,558,713
-369,296
454
$130M 0.04%
3,927,442
-711,578
455
$130M 0.04%
3,023,875
+396,972
456
$130M 0.04%
2,547,434
+523,249
457
$129M 0.04%
2,515,450
+818,762
458
$129M 0.04%
2,153,553
+490,879
459
$129M 0.04%
3,408,348
+293,114
460
$129M 0.04%
269,128
+73,762
461
$129M 0.04%
4,360,965
+1,098,160
462
$129M 0.04%
2,748,340
+22,274
463
$128M 0.04%
3,434,844
+463,228
464
$128M 0.04%
8,649,797
-962,588
465
$127M 0.04%
2,305,577
+452,025
466
$127M 0.04%
2,459,340
-751,921
467
$127M 0.04%
1,632,241
-167,325
468
$127M 0.04%
4,135,602
+992,982
469
$126M 0.04%
2,076,705
-327,652
470
$126M 0.04%
3,996,232
+662,535
471
$126M 0.04%
3,778,960
-4,184
472
$125M 0.04%
2,768,179
-408,366
473
$125M 0.04%
2,533,999
-220,795
474
$125M 0.04%
1,806,735
-2,688,938
475
$125M 0.04%
1,223,823
+56,290
17 18
19
20 21