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
5576
$75K ﹤0.01%
3,001
+1,995
5577
$75K ﹤0.01%
+63
5578
$75K ﹤0.01%
2,663
+2,623
5579
$75K ﹤0.01%
15,122
-3,080
5580
$75K ﹤0.01%
+5,000
5581
$74K ﹤0.01%
5,948
-2,800
5582
$74K ﹤0.01%
4,775
5583
$74K ﹤0.01%
11,706
+11,656
5584
$74K ﹤0.01%
3,978
+1,908
5585
$74K ﹤0.01%
5,406
-4,719
5586
$73K ﹤0.01%
1,065
+958
5587
$73K ﹤0.01%
+5,672
5588
$73K ﹤0.01%
+2,798
5589
$72K ﹤0.01%
29,749
+8,149
5590
$72K ﹤0.01%
2,688
-8
5591
$72K ﹤0.01%
31,174
-224
5592
$71K ﹤0.01%
+84
5593
$71K ﹤0.01%
2,350
+500
5594
$71K ﹤0.01%
16,364
+14,189
5595
$71K ﹤0.01%
+17,192
5596
$71K ﹤0.01%
6,470
-2,898
5597
$71K ﹤0.01%
11,260
-17,839
5598
$71K ﹤0.01%
11,043
5599
$71K ﹤0.01%
2,270
-6,958
5600
$70K ﹤0.01%
10,834
-13,421
222 223
224
225 226