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
1051
$39.1M 0.01%
776,883
+148,107
1052
$39M 0.01%
3,992,069
+132,428
1053
$39M 0.01%
919,008
-400,592
1054
$39M 0.01%
568,480
-150,548
1055
$38.9M 0.01%
1,077,679
+542,528
1056
$38.7M 0.01%
936,425
-1,513,786
1057
$38.7M 0.01%
2,409,695
-871,058
1058
$38.7M 0.01%
2,501,279
-2,425,249
1059
$38.7M 0.01%
3,124,921
+103,906
1060
$38.6M 0.01%
2,264,215
+520,615
1061
$38.6M 0.01%
811,767
+294,975
1062
$38.5M 0.01%
1,046,949
+262,675
1063
$38.4M 0.01%
531,471
-19,164
1064
$38.4M 0.01%
347,042
+205,681
1065
$38.3M 0.01%
515,417
-31,553
1066
$38.2M 0.01%
2,123,056
-2,047,839
1067
$38.2M 0.01%
816,028
+138,473
1068
$38.1M 0.01%
398,269
+104,606
1069
$38.1M 0.01%
1,310,633
+16,285
1070
$38.1M 0.01%
955,448
+83,748
1071
$38.1M 0.01%
1,362,094
-3,221
1072
$37.9M 0.01%
672,681
-158,241
1073
$37.6M 0.01%
871,330
+13,215
1074
$37.6M 0.01%
2,743,621
-116,493
1075
$37.5M 0.01%
1,886,772
+248,581
41 42
43
44 45