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
4951
$343K ﹤0.01%
7,432
+85
4952
$341K ﹤0.01%
20,523
+3,762
4953
$341K ﹤0.01%
29,625
+3,625
4954
$340K ﹤0.01%
1,019
-2,410
4955
$340K ﹤0.01%
9,062
-10,919
4956
$340K ﹤0.01%
3,088
-5,156
4957
$339K ﹤0.01%
11,742
-8,474
4958
$338K ﹤0.01%
126,417
+37,670
4959
$337K ﹤0.01%
36,088
-2,384
4960
$337K ﹤0.01%
12,985
4961
$336K ﹤0.01%
18,486
-1,092
4962
$335K ﹤0.01%
106,417
-16,627
4963
$335K ﹤0.01%
5,992
+5,970
4964
$333K ﹤0.01%
21,503
-18,579
4965
$332K ﹤0.01%
13,078
-11,795
4966
$331K ﹤0.01%
9,359
-12,716
4967
$331K ﹤0.01%
16,548
-20,266
4968
$331K ﹤0.01%
14,400
-4,866
4969
$330K ﹤0.01%
18,013
+220
4970
$329K ﹤0.01%
33,747
-32,315
4971
$329K ﹤0.01%
12,432
+1,250
4972
$329K ﹤0.01%
18,383
+4,535
4973
$328K ﹤0.01%
15,747
-748
4974
$327K ﹤0.01%
20,371
-3,764
4975
$327K ﹤0.01%
30,483
+23,647
197 198
199
200 201