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
1151
$33.3M 0.01%
3,016,804
+947,662
1152
$33.3M 0.01%
2,902,547
+682,603
1153
$33.3M 0.01%
26,826
-3,132
1154
$33.2M 0.01%
544,768
-204,088
1155
$33.2M 0.01%
627,829
-94,155
1156
$33.1M 0.01%
1,612,411
-423,362
1157
$33.1M 0.01%
2,405,523
-39,143
1158
$33.1M 0.01%
145,747
+126,764
1159
$33.1M 0.01%
2,125,031
-97,071
1160
$33M 0.01%
780,263
-947
1161
$32.8M 0.01%
1,179,079
+29,574
1162
$32.7M 0.01%
749,837
+125,758
1163
$32.7M 0.01%
2,046,700
+1,607,060
1164
$32.7M 0.01%
633,623
+94,738
1165
$32.7M 0.01%
1,642,376
-1,175,800
1166
$32.6M 0.01%
1,330,130
+85,610
1167
$32.6M 0.01%
1,374,633
+189,841
1168
$32.5M 0.01%
998,280
+226,919
1169
$32.5M 0.01%
450,250
-1,076,928
1170
$32.4M 0.01%
1,663,878
-2,164,977
1171
$32.4M 0.01%
209,425
+76,962
1172
$32.4M 0.01%
649,139
-79,755
1173
$32.4M 0.01%
441,079
+217,695
1174
$32.3M 0.01%
1,127,649
-5,745
1175
$32.2M 0.01%
235,313
-21,072
45 46
47
48 49