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
5526
$85K ﹤0.01%
157
-194
5527
– –
0
5528
$85K ﹤0.01%
1,650
-3,688
5529
$85K ﹤0.01%
1,462
-195
5530
$85K ﹤0.01%
9,500
+200
5531
$84K ﹤0.01%
19,735
-11,116
5532
$84K ﹤0.01%
+4,376
5533
$84K ﹤0.01%
7,600
+150
5534
$84K ﹤0.01%
29,726
+24,126
5535
$83K ﹤0.01%
5,267
+20
5536
$83K ﹤0.01%
1,550
-275
5537
$83K ﹤0.01%
6
-4
5538
– –
0
5539
$83K ﹤0.01%
3,154
+562
5540
$82K ﹤0.01%
7,879
+1,500
5541
$82K ﹤0.01%
2,526
+2,466
5542
$82K ﹤0.01%
1,077
-734
5543
$82K ﹤0.01%
6,909
-1,402
5544
$82K ﹤0.01%
55,095
+25,527
5545
$82K ﹤0.01%
133
+14
5546
$81K ﹤0.01%
2,992
-3,896
5547
$81K ﹤0.01%
20,279
-25,324
5548
$81K ﹤0.01%
671,195
-24,462
5549
$81K ﹤0.01%
2,000
5550
$81K ﹤0.01%
2,400
-1,500
220 221
222
223 224