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
4776
$469K ﹤0.01%
177,713
+10,034
4777
$468K ﹤0.01%
110,508
-5,509
4778
$468K ﹤0.01%
23,231
-27,679
4779
$467K ﹤0.01%
46,240
-34,536
4780
$466K ﹤0.01%
28,047
-11,611
4781
$464K ﹤0.01%
33,873
-12,370
4782
$464K ﹤0.01%
35,140
+3,815
4783
$463K ﹤0.01%
119,178
-180,111
4784
$461K ﹤0.01%
28,457
+1,881
4785
$460K ﹤0.01%
23,580
+649
4786
$460K ﹤0.01%
28,077
+6,982
4787
$459K ﹤0.01%
17,713
-29,126
4788
$459K ﹤0.01%
7,271
-21,004
4789
$458K ﹤0.01%
16,814
-11,885
4790
$458K ﹤0.01%
+8,972
4791
$457K ﹤0.01%
6,177
-10,942
4792
$456K ﹤0.01%
12,464
-12,368
4793
$455K ﹤0.01%
32,523
-3,089
4794
$454K ﹤0.01%
61,055
-74,143
4795
$454K ﹤0.01%
22,573
-55,332
4796
$454K ﹤0.01%
35,563
+12,421
4797
$453K ﹤0.01%
21,532
+1,610
4798
$453K ﹤0.01%
23,867
-1,524
4799
$452K ﹤0.01%
10,247
-1,701
4800
$452K ﹤0.01%
29,176
-35,432
190 191
192
193 194