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
876
$51.6M 0.02%
2,907,667
+489,248
877
$51.4M 0.02%
1,375,621
-47,996
878
$51.3M 0.02%
6,545,107
+465,750
879
$51.1M 0.02%
1,023,077
-111,169
880
$51.1M 0.02%
829,943
+118,995
881
$50.9M 0.02%
838,074
+43,877
882
$50.9M 0.02%
1,820,566
+27,426
883
$50.9M 0.02%
2,299,035
+93,660
884
$50.8M 0.02%
1,631,653
-326,842
885
$50.7M 0.02%
1,038,530
-186,101
886
$50.7M 0.02%
798,194
+475,875
887
$50.6M 0.02%
2,978,023
+2,842,272
888
$50.6M 0.02%
961,960
+70,280
889
$50.6M 0.02%
1,326,568
-6,392,671
890
$50.3M 0.02%
1,131,601
-11,427
891
$50.3M 0.02%
1,211,482
-253,784
892
$50.2M 0.02%
1,724,403
+354,922
893
$50.2M 0.02%
695,183
-35,567
894
$49.8M 0.02%
1,113,380
-504,021
895
$49.7M 0.02%
1,704,048
+265,688
896
$49.7M 0.02%
2,900,458
+30,172
897
$49.6M 0.02%
616,805
-240,205
898
$49.6M 0.02%
7,462,582
+3,241,893
899
$49.6M 0.02%
2,075,574
-197,930
900
$49.5M 0.02%
299,616
+174,915
34 35
36
37 38