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
5126
$241K ﹤0.01%
30,280
+27,792
5127
$240K ﹤0.01%
6,067
-199,419
5128
$240K ﹤0.01%
25,827
-11,847
5129
$239K ﹤0.01%
5,710
+58
5130
$239K ﹤0.01%
4,065
+17
5131
$239K ﹤0.01%
77,767
-124,223
5132
$239K ﹤0.01%
9,880
-1,184
5133
$239K ﹤0.01%
49,851
+49,775
5134
$239K ﹤0.01%
16,296
5135
$238K ﹤0.01%
11,808
-1,492
5136
$238K ﹤0.01%
39,786
-47,185
5137
$238K ﹤0.01%
1,526
-1,614
5138
$237K ﹤0.01%
5,877
-740
5139
$237K ﹤0.01%
58,900
-1,000
5140
$237K ﹤0.01%
17,358
+3,242
5141
$236K ﹤0.01%
121,100
+18,100
5142
$235K ﹤0.01%
13,195
+4,449
5143
$234K ﹤0.01%
6,858
-10,535
5144
$234K ﹤0.01%
75,940
-93,779
5145
$233K ﹤0.01%
25,800
-27,866
5146
$233K ﹤0.01%
13,858
+959
5147
$233K ﹤0.01%
11,215
-692
5148
$233K ﹤0.01%
116,206
+99,601
5149
$232K ﹤0.01%
31,759
-35,957
5150
$231K ﹤0.01%
8,437
+360
204 205
206
207 208