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
4876
$390K ﹤0.01%
17,202
-8,856
4877
$389K ﹤0.01%
21,416
-8,719
4878
$389K ﹤0.01%
16,295
+5,857
4879
$388K ﹤0.01%
34,363
+1,357
4880
$388K ﹤0.01%
13,404
+10,736
4881
$387K ﹤0.01%
6,456
4882
$387K ﹤0.01%
22,274
-27,326
4883
$386K ﹤0.01%
33,682
+2,401
4884
$386K ﹤0.01%
127,905
-33,395
4885
$386K ﹤0.01%
335
+243
4886
$386K ﹤0.01%
12,389
-14,977
4887
$384K ﹤0.01%
26,804
+958
4888
$384K ﹤0.01%
22,865
-9,292
4889
$384K ﹤0.01%
66,725
+10,372
4890
$383K ﹤0.01%
22,073
+20,314
4891
$383K ﹤0.01%
201,709
-125,395
4892
$382K ﹤0.01%
12,799
-58,683
4893
$380K ﹤0.01%
+18,121
4894
$379K ﹤0.01%
113,049
-13,786
4895
$379K ﹤0.01%
16,090
+11,510
4896
$378K ﹤0.01%
114,608
-38,756
4897
$378K ﹤0.01%
48,939
-56,423
4898
$377K ﹤0.01%
13,768
-9,985
4899
$376K ﹤0.01%
16,754
-3,733
4900
$376K ﹤0.01%
16,783
-3,637
194 195
196
197 198