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
5601
$70K ﹤0.01%
+508
5602
$70K ﹤0.01%
+2,894
5603
$70K ﹤0.01%
7,250
-757
5604
$70K ﹤0.01%
3,826
-1,645
5605
$69K ﹤0.01%
2,363
+313
5606
– –
0
5607
$69K ﹤0.01%
4,883
-1,441
5608
$68K ﹤0.01%
280
-501
5609
$68K ﹤0.01%
4,200
+3,900
5610
$68K ﹤0.01%
7,792
+4,499
5611
$68K ﹤0.01%
+355
5612
$68K ﹤0.01%
13,000
-45,000
5613
$67K ﹤0.01%
17,303
-32,855
5614
$67K ﹤0.01%
6,240
-7,493
5615
$67K ﹤0.01%
1,856
-2,191
5616
$67K ﹤0.01%
4,335
-2,734
5617
$66K ﹤0.01%
44,961
-16,600
5618
$66K ﹤0.01%
1,653
5619
$66K ﹤0.01%
+354
5620
$66K ﹤0.01%
3,210
+500
5621
$65K ﹤0.01%
10,703
+7,840
5622
$65K ﹤0.01%
76
-290
5623
$65K ﹤0.01%
+3,082
5624
$64K ﹤0.01%
2,577
-238
5625
$64K ﹤0.01%
3,924
+1,026
223 224
225
226 227