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
4901
$375K ﹤0.01%
10,927
-13,098
4902
$374K ﹤0.01%
10,269
-43,526
4903
$374K ﹤0.01%
33,325
+897
4904
$373K ﹤0.01%
24,950
-6,265
4905
$373K ﹤0.01%
90,899
-98,218
4906
$373K ﹤0.01%
22,022
-75,249
4907
$373K ﹤0.01%
14,039
-460
4908
$372K ﹤0.01%
72,823
-82,701
4909
$372K ﹤0.01%
78,002
+43,113
4910
$370K ﹤0.01%
42,749
-55,004
4911
$370K ﹤0.01%
30,287
+481
4912
$369K ﹤0.01%
17,636
-889
4913
$369K ﹤0.01%
25,545
+15,586
4914
$367K ﹤0.01%
27,556
-11,936
4915
$366K ﹤0.01%
15,316
+4,554
4916
$366K ﹤0.01%
36,575
+36,025
4917
$364K ﹤0.01%
26,646
+2,298
4918
$364K ﹤0.01%
7,187
+6,772
4919
$363K ﹤0.01%
148,200
-1,612,283
4920
$363K ﹤0.01%
132,464
-46,306
4921
$362K ﹤0.01%
10,707
-6,948
4922
$362K ﹤0.01%
13,767
+2,623
4923
$361K ﹤0.01%
19,876
+13,524
4924
$361K ﹤0.01%
26,899
+1,382
4925
$360K ﹤0.01%
12,536
+9,367
195 196
197
198 199