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
5151
$231K ﹤0.01%
10,836
-13,042
5152
$231K ﹤0.01%
420,085
-979,578
5153
$230K ﹤0.01%
13,132
-2,468
5154
$229K ﹤0.01%
40,101
-45,686
5155
$229K ﹤0.01%
12,113
+2,729
5156
$229K ﹤0.01%
17,960
-21,601
5157
$229K ﹤0.01%
+2,055
5158
$228K ﹤0.01%
18,442
-22,562
5159
$228K ﹤0.01%
19,313
+9,813
5160
$228K ﹤0.01%
77,019
+16,996
5161
$227K ﹤0.01%
15,272
+3,512
5162
$227K ﹤0.01%
14,982
-16,229
5163
$225K ﹤0.01%
19
-28
5164
$225K ﹤0.01%
23,034
-7,857
5165
$224K ﹤0.01%
27,958
+22,792
5166
$223K ﹤0.01%
14,940
+6,507
5167
$223K ﹤0.01%
14,498
+1,087
5168
$223K ﹤0.01%
17,547
+7,569
5169
$222K ﹤0.01%
13,085
-22,620
5170
$222K ﹤0.01%
13,100
-111,272
5171
$221K ﹤0.01%
19,614
-19,356
5172
$221K ﹤0.01%
8,546
-10,221
5173
$221K ﹤0.01%
68,505
-113,650
5174
$221K ﹤0.01%
50,423
-29,571
5175
$221K ﹤0.01%
30,625
-16,397
205 206
207
208 209