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
1026
$40.5M 0.01%
501,705
-102,254
1027
$40.5M 0.01%
596,939
+22,243
1028
$40.3M 0.01%
624,118
+220,515
1029
$40.2M 0.01%
55,573
-11,049
1030
$40.2M 0.01%
1,807,629
+331,584
1031
$40.1M 0.01%
+736,110
1032
$40M 0.01%
1,440,388
+294,984
1033
$39.8M 0.01%
1,721,328
-472,806
1034
$39.7M 0.01%
5,178,780
-902,910
1035
$39.7M 0.01%
404,522
+107,330
1036
$39.7M 0.01%
1,296,846
+20,222
1037
$39.5M 0.01%
577,157
-112,503
1038
$39.5M 0.01%
1,275,395
-864,166
1039
$39.5M 0.01%
810,802
-461,032
1040
$39.4M 0.01%
567,617
-27,218
1041
$39.4M 0.01%
288,953
+29,431
1042
$39.4M 0.01%
190,896
-300,744
1043
$39.3M 0.01%
741,234
+374,672
1044
$39.3M 0.01%
1,512,189
+57,560
1045
$39.3M 0.01%
1,464,290
-221,318
1046
$39.2M 0.01%
315,181
-412,723
1047
$39.2M 0.01%
2,347,130
+11,650
1048
$39.1M 0.01%
1,015,340
-71,828
1049
$39.1M 0.01%
485,750
-272,237
1050
$39.1M 0.01%
23,314,716
+15,678,197
40 41
42
43 44