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
826
$57M 0.02%
962,143
-99,091
827
$56.8M 0.02%
458,975
+46,783
828
$56.7M 0.02%
618,315
+430,000
829
$56.5M 0.02%
405,086
+71,611
830
$56.5M 0.02%
616,882
-168,225
831
$56.4M 0.02%
682,852
-153,616
832
$56.4M 0.02%
1,146,950
-173,664
833
$56.1M 0.02%
1,598,443
+438,517
834
$56M 0.02%
441,057
+314,893
835
$55.8M 0.02%
2,859,113
+341,554
836
$55.6M 0.02%
1,507,597
-149,124
837
$55.6M 0.02%
617,761
+412,894
838
$55.5M 0.02%
584,878
-2,105
839
$55.4M 0.02%
2,020,598
-252,522
840
$55.3M 0.02%
381,092
+3,228
841
$55.3M 0.02%
7,628,912
+26,708
842
$55.1M 0.02%
1,034,533
+174,021
843
$55.1M 0.02%
7,921,653
-152,810
844
$55M 0.02%
383,985
+61,827
845
$54.8M 0.02%
722,511
+199,413
846
$54.8M 0.02%
930,634
-752,957
847
$54.7M 0.02%
1,301,890
-235,936
848
$54.6M 0.02%
3,243,186
-597,283
849
$54.5M 0.02%
639,941
-291,129
850
$54.3M 0.02%
4,217,316
-31,192
32 33
34
35 36