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
5676
$53K ﹤0.01%
4,750
+4,070
5677
$53K ﹤0.01%
+2,398
5678
$53K ﹤0.01%
49,953
5679
$52K ﹤0.01%
467
-931
5680
$52K ﹤0.01%
26,345
+13,926
5681
$52K ﹤0.01%
175
-231
5682
$52K ﹤0.01%
3,800
5683
$52K ﹤0.01%
36,657
+28,892
5684
$52K ﹤0.01%
9,026
-13,951
5685
$52K ﹤0.01%
10,309
+2,259
5686
$51K ﹤0.01%
+1,845
5687
$50K ﹤0.01%
18,070
-4,500
5688
$50K ﹤0.01%
2,010
5689
$50K ﹤0.01%
+11
5690
$50K ﹤0.01%
54,930
+5,600
5691
$50K ﹤0.01%
983
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5692
$49K ﹤0.01%
10,603
+789
5693
$49K ﹤0.01%
2,842
-874
5694
$49K ﹤0.01%
+2,019
5695
$49K ﹤0.01%
2,217
5696
$49K ﹤0.01%
2,877
-1,831
5697
$49K ﹤0.01%
5,115
-3,224
5698
$49K ﹤0.01%
105
-236
5699
$49K ﹤0.01%
1,500
5700
$49K ﹤0.01%
+1,500
226 227
228
229 230