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
5751
$40K ﹤0.01%
2,598
-2,044
5752
$40K ﹤0.01%
4,039
5753
$40K ﹤0.01%
+8,800
5754
$40K ﹤0.01%
244
+189
5755
$40K ﹤0.01%
629
-760
5756
$40K ﹤0.01%
2,357
+1,335
5757
$40K ﹤0.01%
26,247
-1,253
5758
$40K ﹤0.01%
3,603
+3,435
5759
$40K ﹤0.01%
14,134
-27,948
5760
$40K ﹤0.01%
2,821
-1,931
5761
– –
0
5762
$39K ﹤0.01%
1,371
-713
5763
$39K ﹤0.01%
3,536
-599
5764
$39K ﹤0.01%
35,629
-23,503
5765
$39K ﹤0.01%
2,123
+843
5766
$38K ﹤0.01%
28,327
-4,195
5767
$38K ﹤0.01%
759
+165
5768
$38K ﹤0.01%
6
-20
5769
$38K ﹤0.01%
1,200
5770
$38K ﹤0.01%
5,134
+2,536
5771
$37K ﹤0.01%
1,084
+378
5772
$37K ﹤0.01%
1,215
-240
5773
$37K ﹤0.01%
29,046
5774
$37K ﹤0.01%
2,812
-10,494
5775
$36K ﹤0.01%
2,190
+390
229 230
231
232 233