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
4751
$489K ﹤0.01%
31,579
-24,204
4752
$488K ﹤0.01%
55,233
-30,174
4753
$487K ﹤0.01%
52,847
-56,096
4754
$487K ﹤0.01%
37,402
+5,691
4755
$486K ﹤0.01%
67,439
-35,377
4756
$486K ﹤0.01%
4,396
-2,296
4757
$485K ﹤0.01%
2,260
-1,774
4758
$484K ﹤0.01%
195,205
-166,631
4759
$483K ﹤0.01%
19,084
-20,512
4760
$483K ﹤0.01%
34,865
-2,749
4761
$481K ﹤0.01%
39,265
-58,191
4762
$479K ﹤0.01%
15,963
-13,836
4763
$478K ﹤0.01%
26,803
-4,141
4764
$476K ﹤0.01%
4,999
-10
4765
$475K ﹤0.01%
30,153
-12,562
4766
$474K ﹤0.01%
65,363
-58,499
4767
$474K ﹤0.01%
17,421
-15,225
4768
$474K ﹤0.01%
20,397
+16,727
4769
$474K ﹤0.01%
42,325
+4,097
4770
$473K ﹤0.01%
9,195
+9,188
4771
$471K ﹤0.01%
27,433
4772
$471K ﹤0.01%
27,841
-14,845
4773
$471K ﹤0.01%
9,963
+785
4774
$470K ﹤0.01%
99,004
-50,860
4775
$470K ﹤0.01%
67,794
-3,289
189 190
191
192 193