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
476
$124M 0.04%
1,667,462
+268,196
477
$124M 0.04%
2,962,357
+2,366,223
478
$124M 0.04%
567,285
-237,286
479
$123M 0.04%
719,572
+246,103
480
$122M 0.04%
2,372,779
+385,495
481
$122M 0.04%
1,149,851
+11,961
482
$122M 0.04%
5,181,568
-788,142
483
$122M 0.04%
11,021,994
-177,825
484
$122M 0.04%
2,413,989
-136,430
485
$122M 0.04%
3,687,995
+59,077
486
$121M 0.04%
1,976,937
+138,628
487
$121M 0.04%
2,363,214
-45,313
488
$121M 0.04%
20,025,796
+15,864,805
489
$121M 0.04%
7,438,641
+2,470,071
490
$121M 0.04%
5,779,565
+115,425
491
$120M 0.04%
2,937,999
-850,721
492
$119M 0.04%
3,415,279
+2,201,273
493
$118M 0.04%
829,117
+523,250
494
$118M 0.04%
2,698,541
+141,458
495
$117M 0.04%
2,350,148
+229,915
496
$116M 0.04%
299,218
-63,987
497
$116M 0.04%
1,552,290
+554,403
498
$116M 0.04%
4,511,214
+1,036,583
499
$115M 0.04%
4,068,074
+78,552
500
$115M 0.04%
6,597,493
+464,939
18 19
20
21 22