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
5251
$183K ﹤0.01%
12,193
-14,854
5252
$183K ﹤0.01%
22,636
+20,639
5253
$183K ﹤0.01%
62,303
+24,439
5254
$182K ﹤0.01%
3,255
-5,309
5255
$182K ﹤0.01%
48,878
-19,136
5256
$181K ﹤0.01%
14,572
-138
5257
$181K ﹤0.01%
6,412
-17,713
5258
$181K ﹤0.01%
8,242
+3,763
5259
$180K ﹤0.01%
13,531
+800
5260
$180K ﹤0.01%
8,807
-9,216
5261
$180K ﹤0.01%
14,522
-1,042,597
5262
$180K ﹤0.01%
8,590
+2,934
5263
$180K ﹤0.01%
17,159
-2,075
5264
$178K ﹤0.01%
17,391
-22,558
5265
$178K ﹤0.01%
3,209
-4,064
5266
$178K ﹤0.01%
3,420
-3,999
5267
$177K ﹤0.01%
5,141
+2,979
5268
$177K ﹤0.01%
6,206
+5,189
5269
$177K ﹤0.01%
138,101
+8,800
5270
$176K ﹤0.01%
3,500
+3,000
5271
$175K ﹤0.01%
42,242
-51,811
5272
$175K ﹤0.01%
103,081
-72,202
5273
$175K ﹤0.01%
9,512
-469
5274
$174K ﹤0.01%
44,946
-17,901
5275
$173K ﹤0.01%
15,384
-6,000
209 210
211
212 213