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
1001
$42.2M 0.01%
978,486
-127,284
1002
$42.2M 0.01%
410,741
+37,314
1003
$42M 0.01%
984,638
+743,499
1004
$42M 0.01%
636,361
-498,929
1005
$41.9M 0.01%
407,421
+303,234
1006
$41.8M 0.01%
2,058,914
+1,151,816
1007
$41.8M 0.01%
392,539
+15,336
1008
$41.7M 0.01%
1,472,190
+446,295
1009
$41.6M 0.01%
432,772
-9,663
1010
$41.5M 0.01%
2,097,571
-4,791,627
1011
$41.5M 0.01%
1,011,158
+241,564
1012
$41.4M 0.01%
1,297,125
+30,648
1013
$41.3M 0.01%
1,395,903
+610,112
1014
$41.2M 0.01%
798,983
+124,999
1015
$41.2M 0.01%
423,400
+24,165
1016
$41.1M 0.01%
1,467,636
+80,274
1017
$41.1M 0.01%
419,685
+146,645
1018
$41.1M 0.01%
1,038,306
-35,622
1019
$41.1M 0.01%
1,115,884
-855,627
1020
$40.9M 0.01%
839,443
-92,995
1021
$40.9M 0.01%
3,053,981
-3,918,515
1022
$40.8M 0.01%
4,024,620
+208,861
1023
$40.8M 0.01%
1,861,519
-487,640
1024
$40.7M 0.01%
5,345,129
+250,871
1025
$40.7M 0.01%
914,802
-576,077
39 40
41
42 43