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
5301
$164K ﹤0.01%
26,200
+11,400
5302
$163K ﹤0.01%
+10,543
5303
$162K ﹤0.01%
30,031
-22,412
5304
$162K ﹤0.01%
3,594
-2,681
5305
$161K ﹤0.01%
30,825
+21,915
5306
$161K ﹤0.01%
13,085
+5,135
5307
$161K ﹤0.01%
9,370
5308
$160K ﹤0.01%
7,448
-400
5309
$159K ﹤0.01%
29,093
+21,762
5310
$159K ﹤0.01%
11,091
-14,681
5311
$158K ﹤0.01%
22,388
-19,911
5312
$158K ﹤0.01%
15,930
-18,483
5313
$156K ﹤0.01%
9,124
-7,593
5314
$156K ﹤0.01%
13,266
-9,960
5315
$156K ﹤0.01%
12,208
5316
$156K ﹤0.01%
1,512
+1,055
5317
$156K ﹤0.01%
8,622
-9,434
5318
$155K ﹤0.01%
8,823
-638
5319
$154K ﹤0.01%
53,971
-57,611
5320
$154K ﹤0.01%
39,587
+39,537
5321
$154K ﹤0.01%
3,930
+7
5322
$154K ﹤0.01%
22,372
-16,762
5323
$153K ﹤0.01%
82,431
+39,866
5324
$153K ﹤0.01%
6,110
-10
5325
$153K ﹤0.01%
11,067
-10,899
211 212
213
214 215