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
5901
$22K ﹤0.01%
+4,600
5902
$22K ﹤0.01%
1,506
+400
5903
$22K ﹤0.01%
11,000
-285,680
5904
$22K ﹤0.01%
+6,731
5905
$22K ﹤0.01%
1,600
-200
5906
$22K ﹤0.01%
6,026
-600
5907
$21K ﹤0.01%
1,470
-47
5908
$21K ﹤0.01%
1,100
-3,300
5909
$21K ﹤0.01%
1
5910
$21K ﹤0.01%
6,055
-1,706
5911
$21K ﹤0.01%
1,203
+234
5912
$21K ﹤0.01%
1,770
+770
5913
$21K ﹤0.01%
798
5914
$21K ﹤0.01%
846
+208
5915
$21K ﹤0.01%
2,242
-90,651
5916
$21K ﹤0.01%
859
-60,854
5917
$21K ﹤0.01%
+1,313
5918
$20K ﹤0.01%
1,964
-4,523
5919
$20K ﹤0.01%
22
-1
5920
$20K ﹤0.01%
+864
5921
$20K ﹤0.01%
1,033
-414
5922
$20K ﹤0.01%
109
5923
$20K ﹤0.01%
2,000
5924
$20K ﹤0.01%
780
+758
5925
$20K ﹤0.01%
852
-700
235 236
237
238 239