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
4926
$360K ﹤0.01%
16,108
-16,602
4927
$359K ﹤0.01%
75,577
+17,774
4928
$358K ﹤0.01%
57,205
-60,257
4929
$357K ﹤0.01%
36,045
-65,333
4930
$356K ﹤0.01%
24,565
-2,330
4931
$356K ﹤0.01%
8,904
-6,005
4932
$355K ﹤0.01%
4,958
-5,974
4933
$355K ﹤0.01%
14,587
-17,154
4934
$354K ﹤0.01%
2,730
+1,106
4935
$354K ﹤0.01%
37,688
-31,384
4936
$354K ﹤0.01%
10,469
-12,563
4937
$354K ﹤0.01%
17,739
-303
4938
$353K ﹤0.01%
+17,880
4939
$353K ﹤0.01%
19,010
-15,304
4940
$353K ﹤0.01%
13,379
-292
4941
$352K ﹤0.01%
6,248
+2,249
4942
$349K ﹤0.01%
84,126
-356
4943
$349K ﹤0.01%
25,597
-17,261
4944
$349K ﹤0.01%
18,412
+7,991
4945
$345K ﹤0.01%
23,549
-1,681
4946
$345K ﹤0.01%
58,575
-8,032
4947
$344K ﹤0.01%
11,248
-13,684
4948
$344K ﹤0.01%
10,821
-4,363
4949
$344K ﹤0.01%
2,091
+2,084
4950
$343K ﹤0.01%
29,792
+8,015
196 197
198
199 200