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
1226
$30M 0.01%
711,099
-5,940
1227
$29.9M 0.01%
334,842
+286,497
1228
$29.9M 0.01%
509,073
+216,261
1229
$29.9M 0.01%
247,448
+59,731
1230
$29.8M 0.01%
3,836
+2,625
1231
$29.7M 0.01%
2,986,542
+1,249,314
1232
$29.7M 0.01%
1,612,336
-1,800,044
1233
$29.6M 0.01%
342,408
+31,792
1234
$29.6M 0.01%
1,222,839
-282,889
1235
$29.5M 0.01%
2,641,189
+428,528
1236
$29.5M 0.01%
1,773,030
-37,970
1237
$29.5M 0.01%
769,615
+719,436
1238
$29.4M 0.01%
1,534,939
+353,523
1239
$29.3M 0.01%
527,952
+92,459
1240
$29.3M 0.01%
1,657,220
+716,800
1241
$29.3M 0.01%
465,249
+140,820
1242
$29.3M 0.01%
521,051
+370,427
1243
$29.2M 0.01%
1,277,398
+464,623
1244
$29.2M 0.01%
186,635
-173,519
1245
$29.2M 0.01%
299,157
+165,648
1246
$29.2M 0.01%
1,399,466
+273,613
1247
$29.1M 0.01%
2,100,451
-441,649
1248
$29M 0.01%
659,997
+138,930
1249
$28.9M 0.01%
395,490
-176,399
1250
$28.9M 0.01%
3,297,357
+937,217
48 49
50
51 52