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
5026
$288K ﹤0.01%
16,322
-16,812
5027
$287K ﹤0.01%
10,236
+9,574
5028
$287K ﹤0.01%
7,180
-12,096
5029
$286K ﹤0.01%
11,677
-2,104
5030
$286K ﹤0.01%
5,337
+2,637
5031
$286K ﹤0.01%
14,705
-7,390
5032
$284K ﹤0.01%
12,064
-1,011
5033
$284K ﹤0.01%
30,962
-19,255
5034
$284K ﹤0.01%
151,481
+60,147
5035
$284K ﹤0.01%
50,069
-66,517
5036
$283K ﹤0.01%
5,855
-9,696
5037
$283K ﹤0.01%
4,100
-700
5038
$283K ﹤0.01%
15,189
-5,022
5039
$283K ﹤0.01%
10,789
-195
5040
$283K ﹤0.01%
20,560
-816
5041
$281K ﹤0.01%
61,393
+47,023
5042
$281K ﹤0.01%
16,472
-7,503
5043
$281K ﹤0.01%
23,376
-2,539
5044
$280K ﹤0.01%
69,895
-147,464
5045
$280K ﹤0.01%
18,729
+6,693
5046
$279K ﹤0.01%
7,872
+1,052
5047
$279K ﹤0.01%
8,724
-10,718
5048
$279K ﹤0.01%
12,951
-13,292
5049
$279K ﹤0.01%
31,818
-302
5050
$279K ﹤0.01%
7,790
+6,440
200 201
202
203 204