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
751
$65.4M 0.02%
2,569,281
+490,068
752
$64.7M 0.02%
838,603
+141,271
753
$64.5M 0.02%
1,039,084
+63,635
754
$64.5M 0.02%
1,479,611
+221,097
755
$64.3M 0.02%
1,723,109
-26,830
756
$64.2M 0.02%
559,705
-99,136
757
$64.2M 0.02%
461,672
-152,336
758
$64.2M 0.02%
3,756,918
-398,142
759
$64.1M 0.02%
808,986
+445,870
760
$64M 0.02%
5,236,346
+174,431
761
$64M 0.02%
4,169,812
+468,527
762
$64M 0.02%
793,594
-156,246
763
$63.4M 0.02%
933,060
-1,171,980
764
$63.4M 0.02%
1,218,918
+476,279
765
$63.2M 0.02%
3,083,045
+161,710
766
$63.1M 0.02%
3,515,650
+140,090
767
$63M 0.02%
643,803
-1,676
768
$62.9M 0.02%
6,928,870
+432,552
769
$62.9M 0.02%
1,912,057
+660,806
770
$62.8M 0.02%
1,142,698
+302,132
771
$62.6M 0.02%
1,942,569
-1,045,923
772
$62.6M 0.02%
2,390,329
+331,919
773
$62.5M 0.02%
4,148,895
-7,066,652
774
$62.1M 0.02%
601,999
+188,677
775
$62M 0.02%
370,438
-24,984
29 30
31
32 33