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
1201
$31M 0.01%
348,233
-52,622
1202
$31M 0.01%
214,571
+65,096
1203
$31M 0.01%
429,022
-24,917
1204
$31M 0.01%
681,355
-426,868
1205
$31M 0.01%
738,110
+95,904
1206
$30.9M 0.01%
1,075,782
+90,170
1207
$30.9M 0.01%
454,416
+145,274
1208
$30.7M 0.01%
1,800,882
-151,865
1209
$30.7M 0.01%
3,529,881
+546,437
1210
$30.6M 0.01%
747,312
-26,824
1211
$30.6M 0.01%
25,635
+1,921
1212
$30.6M 0.01%
2,777,063
+903,256
1213
$30.6M 0.01%
619,940
+147,152
1214
$30.6M 0.01%
1,845,854
-21,694
1215
$30.5M 0.01%
395,973
+120,054
1216
$30.4M 0.01%
1,422,693
+346,697
1217
$30.2M 0.01%
610,070
+392,375
1218
$30.2M 0.01%
812,832
+577,842
1219
$30.1M 0.01%
468,752
+50,220
1220
$30.1M 0.01%
1,064,310
+349,148
1221
$30.1M 0.01%
1,097,541
+491,230
1222
$30.1M 0.01%
909,255
+41,105
1223
$30.1M 0.01%
1,292,604
+479,944
1224
$30M 0.01%
1,037,824
-889,446
1225
$30M 0.01%
430,210
+17,494
47 48
49
50 51