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
5401
$126K ﹤0.01%
3,686
+1,846
5402
$126K ﹤0.01%
14,652
+11,053
5403
$125K ﹤0.01%
2,323
-1,357
5404
$125K ﹤0.01%
19,211
-27,199
5405
$124K ﹤0.01%
17,191
+1,679
5406
$124K ﹤0.01%
18,298
-26,443
5407
$124K ﹤0.01%
1,061
-1,348
5408
$123K ﹤0.01%
14,066
-15,738
5409
$123K ﹤0.01%
32,179
-7,572
5410
$123K ﹤0.01%
+4,470
5411
$122K ﹤0.01%
7,728
+1,365
5412
$121K ﹤0.01%
11,965
-2,036
5413
$121K ﹤0.01%
11,691
-14,265
5414
$121K ﹤0.01%
+889
5415
$121K ﹤0.01%
7,805
-51,910
5416
$120K ﹤0.01%
+9,351
5417
$120K ﹤0.01%
10,314
-9,666
5418
$120K ﹤0.01%
43,948
-67,237
5419
$120K ﹤0.01%
32,550
+894
5420
$120K ﹤0.01%
17,766
+14,307
5421
$120K ﹤0.01%
7
5422
$119K ﹤0.01%
53
-374
5423
$118K ﹤0.01%
47,634
+15,667
5424
$117K ﹤0.01%
4,435
-5,035
5425
$117K ﹤0.01%
29,895
-66,644
215 216
217
218 219