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
4976
$326K ﹤0.01%
15,241
-17,374
4977
$325K ﹤0.01%
70,431
-39,491
4978
$325K ﹤0.01%
106,035
+32,100
4979
$325K ﹤0.01%
4,228
-602
4980
$325K ﹤0.01%
11,806
-11,375
4981
$325K ﹤0.01%
5,504
-894
4982
$324K ﹤0.01%
1,221
+194
4983
$323K ﹤0.01%
29,122
-32,616
4984
$322K ﹤0.01%
46,558
+42,854
4985
$321K ﹤0.01%
20,420
-25,306
4986
$321K ﹤0.01%
114,622
+36,694
4987
$319K ﹤0.01%
14,524
-327
4988
$319K ﹤0.01%
24,656
-470
4989
$319K ﹤0.01%
20,073
-220
4990
$317K ﹤0.01%
25,848
-28,782
4991
$316K ﹤0.01%
20,100
+11,300
4992
$314K ﹤0.01%
308
+3
4993
$312K ﹤0.01%
26,887
+3,250
4994
$311K ﹤0.01%
18,578
+2,776
4995
$311K ﹤0.01%
23,516
-16,119
4996
$310K ﹤0.01%
+11,160
4997
$310K ﹤0.01%
23,429
-6,564
4998
$310K ﹤0.01%
31,241
-38,699
4999
$307K ﹤0.01%
11,813
-12,876
5000
$307K ﹤0.01%
16,622
+16,221
198 199
200
201 202