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
1101
$36.3M 0.01%
3,658,716
+473,073
1102
$36.3M 0.01%
650,329
+370,139
1103
$36M 0.01%
1,699,398
+747,260
1104
$36M 0.01%
701,736
-110,448
1105
$36M 0.01%
3,182,202
+1,275,464
1106
$35.9M 0.01%
2,313,497
+171,893
1107
$35.8M 0.01%
407,260
+36,286
1108
$35.7M 0.01%
554,106
-65,834
1109
$35.7M 0.01%
1,443,576
-590,956
1110
$35.5M 0.01%
395,279
+181,484
1111
$35.4M 0.01%
1,127,035
+2,087
1112
$35.3M 0.01%
948,557
-590,932
1113
$35.2M 0.01%
2,249,087
-128,522
1114
$35M 0.01%
207,617
+94,698
1115
$35M 0.01%
331,163
+86,334
1116
$34.9M 0.01%
692,982
+68,757
1117
$34.9M 0.01%
4,085,370
+30,775
1118
$34.9M 0.01%
2,839,852
-130,652
1119
$34.9M 0.01%
941,761
-1,511
1120
$34.6M 0.01%
2,404,834
-97,088
1121
$34.5M 0.01%
819,001
-434,841
1122
$34.5M 0.01%
683,282
+434,255
1123
$34.4M 0.01%
2,631,625
+2,052,111
1124
$34.4M 0.01%
185,104
+36,113
1125
$34.4M 0.01%
3,163,558
+28,032
43 44
45
46 47