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
1176
$32.1M 0.01%
2,232,199
+998
1177
$32.1M 0.01%
3,729,483
+571,063
1178
$32.1M 0.01%
409,984
+5,973
1179
$32M 0.01%
1,141,934
+34,621
1180
$31.9M 0.01%
2,927,863
+27,229
1181
$31.9M 0.01%
2,561,587
+475,201
1182
$31.8M 0.01%
1,365,490
+98,770
1183
$31.8M 0.01%
1,252,752
-31,844
1184
$31.7M 0.01%
629,146
+75,098
1185
$31.7M 0.01%
2,355,427
+43,678
1186
$31.7M 0.01%
2,436,523
-2,463,444
1187
$31.7M 0.01%
904,313
+52,757
1188
$31.6M 0.01%
391,919
-81,082
1189
$31.6M 0.01%
1,125,582
+924,390
1190
$31.5M 0.01%
223,219
+170,437
1191
$31.5M 0.01%
259,708
+221,022
1192
$31.4M 0.01%
913,907
-62,192
1193
$31.4M 0.01%
1,597,381
+1,256,992
1194
$31.4M 0.01%
922,320
-443,120
1195
$31.3M 0.01%
814,178
-77,470
1196
$31.3M 0.01%
2,021,467
+466,172
1197
$31.2M 0.01%
2,528,507
+774,219
1198
$31.1M 0.01%
166,077
-93,790
1199
$31.1M 0.01%
1,051,455
-192,013
1200
$31M 0.01%
649,829
+50,211
46 47
48
49 50