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
5051
$278K ﹤0.01%
18,672
+962
5052
$278K ﹤0.01%
+12,609
5053
$277K ﹤0.01%
23,375
+20,479
5054
$276K ﹤0.01%
7,779
-9,325
5055
$276K ﹤0.01%
53,000
-16,101
5056
$275K ﹤0.01%
7,471
-8,057
5057
$275K ﹤0.01%
40
+32
5058
$275K ﹤0.01%
47,309
-33,743
5059
$274K ﹤0.01%
7,800
-1,202
5060
$274K ﹤0.01%
312
+80
5061
$274K ﹤0.01%
7,147
+3,122
5062
$274K ﹤0.01%
31,958
-17,823
5063
$273K ﹤0.01%
5,703
-4,592
5064
$273K ﹤0.01%
27,172
-25,656
5065
$272K ﹤0.01%
4,195
-4,889
5066
$271K ﹤0.01%
+4,153
5067
$271K ﹤0.01%
49,244
+11,064
5068
$271K ﹤0.01%
10,421
-16,255
5069
$269K ﹤0.01%
14,182
+9,712
5070
$268K ﹤0.01%
46,791
-87,855
5071
$267K ﹤0.01%
46,290
+46,151
5072
$266K ﹤0.01%
18,254
-11,882
5073
$265K ﹤0.01%
7,691
-9,187
5074
$265K ﹤0.01%
11,128
-3,647
5075
$265K ﹤0.01%
22,068
-19,325
201 202
203
204 205