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
4801
$451K ﹤0.01%
14,509
-18,448
4802
$451K ﹤0.01%
33,878
+6,578
4803
$449K ﹤0.01%
25,224
-16,125
4804
$449K ﹤0.01%
34,316
+8,535
4805
$447K ﹤0.01%
20,526
+16,710
4806
$447K ﹤0.01%
12,788
-50,219
4807
$447K ﹤0.01%
35,280
-29,397
4808
$446K ﹤0.01%
37,112
-42,354
4809
$446K ﹤0.01%
7,999
-213
4810
$446K ﹤0.01%
16,971
-17,136
4811
$445K ﹤0.01%
36,222
-43,498
4812
$445K ﹤0.01%
23,476
-30,023
4813
$444K ﹤0.01%
21,122
+8,359
4814
$444K ﹤0.01%
26,945
-34,694
4815
$443K ﹤0.01%
41,897
-87,242
4816
$443K ﹤0.01%
120,504
-1,443,192
4817
$443K ﹤0.01%
55,295
-115,207
4818
$441K ﹤0.01%
3,904
-4,760
4819
$440K ﹤0.01%
54,079
-17,446
4820
$440K ﹤0.01%
6,629
+5,192
4821
$440K ﹤0.01%
5,851
-9,151
4822
$439K ﹤0.01%
31,502
-8,162
4823
$438K ﹤0.01%
+27,386
4824
$433K ﹤0.01%
28,470
-47,940
4825
$432K ﹤0.01%
15,376
-8,861
191 192
193
194 195