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
1076
$37.5M 0.01%
2,019,258
+1,842,778
1077
$37.4M 0.01%
662,234
+72,828
1078
$37.4M 0.01%
440,057
+57,191
1079
$37.2M 0.01%
727,691
+203,216
1080
$37.2M 0.01%
192,082
+26,646
1081
$37M 0.01%
365,906
+82,442
1082
$37M 0.01%
1,660,763
-331,507
1083
$36.9M 0.01%
2,871,488
+250,440
1084
$36.9M 0.01%
1,806,539
+1,092,202
1085
$36.8M 0.01%
338,983
-4,755
1086
$36.8M 0.01%
1,077,888
+76,299
1087
$36.7M 0.01%
2,240,314
-13,902
1088
$36.7M 0.01%
1,591,380
-69,156
1089
$36.7M 0.01%
2,108,117
+139,503
1090
$36.6M 0.01%
1,411,293
+130,827
1091
$36.6M 0.01%
2,510,839
+344,998
1092
$36.5M 0.01%
663,624
+26,246
1093
$36.5M 0.01%
260,310
-10,921
1094
$36.5M 0.01%
301,472
+45,111
1095
$36.4M 0.01%
885,375
+259,835
1096
$36.4M 0.01%
1,010,777
+212,668
1097
$36.4M 0.01%
3,263,317
-325,963
1098
$36.3M 0.01%
1,545,681
-143,158
1099
$36.3M 0.01%
942,936
-384,016
1100
$36.3M 0.01%
842,619
+4,051
42 43
44
45 46