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
5201
$209K ﹤0.01%
20,005
-16,949
5202
$208K ﹤0.01%
13,587
+925
5203
$208K ﹤0.01%
6,600
-12,248
5204
$208K ﹤0.01%
4,471
+644
5205
$208K ﹤0.01%
16,315
-4,446
5206
$207K ﹤0.01%
14,943
-17,928
5207
$206K ﹤0.01%
89,483
+83,020
5208
$206K ﹤0.01%
30,795
5209
$205K ﹤0.01%
24,452
-25,049
5210
$205K ﹤0.01%
20,759
-1,017
5211
$205K ﹤0.01%
15,088
+6,888
5212
$204K ﹤0.01%
3,243
-2,719
5213
$204K ﹤0.01%
186
-69
5214
$204K ﹤0.01%
17,625
+2,154
5215
$204K ﹤0.01%
11,505
+1,688
5216
$203K ﹤0.01%
12,750
+11,721
5217
$203K ﹤0.01%
4,043
+934
5218
$203K ﹤0.01%
17,271
-19,421
5219
$202K ﹤0.01%
3,354
+1,352
5220
$199K ﹤0.01%
1,092
-1,317
5221
$198K ﹤0.01%
40,454
-114,543
5222
$198K ﹤0.01%
+24,462
5223
$198K ﹤0.01%
25,681
+480
5224
$197K ﹤0.01%
6,798
-7,300
5225
$197K ﹤0.01%
24,499
-29,362
207 208
209
210 211