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
5501
$94K ﹤0.01%
34,456
+17,228
5502
$93K ﹤0.01%
5,513
-4,526
5503
$93K ﹤0.01%
2,546
-706
5504
$93K ﹤0.01%
1,046
+542
5505
$93K ﹤0.01%
3,195
-290
5506
$92K ﹤0.01%
6,869
-150
5507
$92K ﹤0.01%
5,315
-57,629
5508
$92K ﹤0.01%
35
+5
5509
$91K ﹤0.01%
7,711
-3,720
5510
$91K ﹤0.01%
25,630
-14,182
5511
$91K ﹤0.01%
1,947
-91
5512
$90K ﹤0.01%
13,366
+2,342
5513
$90K ﹤0.01%
17,025
+2,000
5514
$89K ﹤0.01%
1,061
-1,242
5515
$89K ﹤0.01%
6,721
+2,721
5516
$89K ﹤0.01%
1,808
+1,002
5517
$89K ﹤0.01%
6,582
-7,984
5518
$88K ﹤0.01%
25,769
-10,975
5519
$88K ﹤0.01%
29,172
+20,628
5520
$87K ﹤0.01%
756
-149
5521
$87K ﹤0.01%
9,600
-28,400
5522
$87K ﹤0.01%
18,291
-21,971
5523
$86K ﹤0.01%
367
+327
5524
$86K ﹤0.01%
3,153
+3,113
5525
$86K ﹤0.01%
848
-28
219 220
221
222 223