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
551
$102M 0.03%
1,877,706
-246,778
552
$101M 0.03%
2,838,629
-187,111
553
$101M 0.03%
3,004,921
+767,765
554
$100M 0.03%
2,991,817
+1,001,839
555
$100M 0.03%
1,459,227
-182,871
556
$99.9M 0.03%
1,922,620
+182,223
557
$99.8M 0.03%
7,999,059
+648,370
558
$99.6M 0.03%
1,989,080
+208,427
559
$99.4M 0.03%
2,870,580
+222,772
560
$99.2M 0.03%
1,217,049
-331,751
561
$99M 0.03%
1,544,499
+163,879
562
$98.9M 0.03%
5,334,106
+656,132
563
$98.2M 0.03%
2,834,666
-1,580,802
564
$98.1M 0.03%
7,111,510
+4,847,720
565
$97.8M 0.03%
1,425,720
+247,245
566
$97.8M 0.03%
2,336,205
-146,872
567
$97.6M 0.03%
12,358,656
+5,707,616
568
$97.4M 0.03%
3,092,678
+275,249
569
$97M 0.03%
2,135,803
-92,634
570
$97M 0.03%
2,856,030
+2,544,418
571
$96.9M 0.03%
1,971,932
-659,163
572
$96.8M 0.03%
988,256
-391,961
573
$96.8M 0.03%
3,924,699
-1,244,094
574
$96.7M 0.03%
1,344,234
+549,279
575
$96.5M 0.03%
3,591,660
+127,416
21 22
23
24 25