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
4826
$430K ﹤0.01%
45,700
-44,084
4827
$430K ﹤0.01%
7,389
-3,577
4828
$430K ﹤0.01%
103,788
+102,562
4829
$430K ﹤0.01%
36,087
-37,496
4830
$429K ﹤0.01%
2,955
+934
4831
$428K ﹤0.01%
11,117
-261,097
4832
$426K ﹤0.01%
30,249
-1,418
4833
$426K ﹤0.01%
24,303
-13,353
4834
$426K ﹤0.01%
33,588
-32,664
4835
$426K ﹤0.01%
24,705
+3,370
4836
$424K ﹤0.01%
20,873
-4,526
4837
$424K ﹤0.01%
320,526
+213,076
4838
$424K ﹤0.01%
32,531
+5,416
4839
$422K ﹤0.01%
47,212
-26,427
4840
$422K ﹤0.01%
41,367
-13,245
4841
$421K ﹤0.01%
23,498
-2,576
4842
$419K ﹤0.01%
13,286
-10,575
4843
$418K ﹤0.01%
22,950
-17,301
4844
$417K ﹤0.01%
24,461
-323
4845
$416K ﹤0.01%
10,554
+412
4846
$415K ﹤0.01%
24,659
-15,837
4847
$415K ﹤0.01%
22,320
-26,375
4848
$414K ﹤0.01%
21,575
-35,730
4849
$414K ﹤0.01%
272
+103
4850
$414K ﹤0.01%
40,837
-17,607
192 193
194
195 196