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
5626
$64K ﹤0.01%
1,296
-1,167
5627
$64K ﹤0.01%
775
-1,143
5628
$64K ﹤0.01%
30,255
+1,259
5629
$63K ﹤0.01%
1,863
-2,296
5630
$63K ﹤0.01%
183
-221
5631
$63K ﹤0.01%
+4,700
5632
$63K ﹤0.01%
13,799
-16,648
5633
$62K ﹤0.01%
3,100
5634
$62K ﹤0.01%
1,839
5635
$62K ﹤0.01%
+1,043
5636
$62K ﹤0.01%
3,520
5637
$62K ﹤0.01%
+2,089
5638
$62K ﹤0.01%
17,212
+1,956
5639
$62K ﹤0.01%
10
-11
5640
$62K ﹤0.01%
+3,130
5641
$62K ﹤0.01%
3,280
5642
$62K ﹤0.01%
1,795
-8,368
5643
$61K ﹤0.01%
2,759
-32
5644
$61K ﹤0.01%
4,600
+534
5645
$61K ﹤0.01%
5,863
-500
5646
$61K ﹤0.01%
29,176
+100
5647
$60K ﹤0.01%
8,698
+3,559
5648
$60K ﹤0.01%
806
-988
5649
$59K ﹤0.01%
4,601
+47
5650
$59K ﹤0.01%
19,500
-13,203
224 225
226
227 228