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
5376
$135K ﹤0.01%
314
-184
5377
$135K ﹤0.01%
3,472
-2,301
5378
$135K ﹤0.01%
38
+29
5379
$135K ﹤0.01%
16,858
+1,953
5380
$134K ﹤0.01%
4,391
-2,990
5381
$132K ﹤0.01%
55,075
-21,410
5382
$132K ﹤0.01%
3,646
+2,184
5383
$132K ﹤0.01%
14,001
+2,479
5384
$131K ﹤0.01%
+8,209
5385
$131K ﹤0.01%
9,021
5386
$131K ﹤0.01%
38,455
+2,047
5387
$130K ﹤0.01%
8,106
+4,275
5388
$130K ﹤0.01%
18,501
+3,800
5389
$129K ﹤0.01%
806
-948
5390
$129K ﹤0.01%
4,623
-5,507
5391
$129K ﹤0.01%
900
5392
$129K ﹤0.01%
8,145
-113
5393
$128K ﹤0.01%
1,405
+1,355
5394
$127K ﹤0.01%
35,630
-32,814
5395
$127K ﹤0.01%
9,901
-12,877
5396
$127K ﹤0.01%
5,575
-8,390
5397
$126K ﹤0.01%
26,269
+6,600
5398
– –
0
5399
$126K ﹤0.01%
9,465
-11,008
5400
$126K ﹤0.01%
+1
214 215
216
217 218