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
1276
$28.1M 0.01%
2,382,903
-1,138,338
1277
$28.1M 0.01%
1,055,543
-166,030
1278
$28.1M 0.01%
3,623,968
-610,672
1279
$27.9M 0.01%
302,633
-19,378
1280
$27.9M 0.01%
580,821
+27,381
1281
$27.8M 0.01%
4,938,652
+1,680,480
1282
$27.8M 0.01%
732,424
+76,854
1283
$27.7M 0.01%
610,391
-82,296
1284
$27.7M 0.01%
304,123
-331,017
1285
$27.7M 0.01%
352,529
-405,631
1286
$27.7M 0.01%
1,032,865
-246,710
1287
$27.6M 0.01%
206,118
-18,633
1288
$27.6M 0.01%
806,520
+59,011
1289
$27.6M 0.01%
891,287
+256,832
1290
$27.5M 0.01%
420,529
+93,375
1291
$27.5M 0.01%
229,197
+22,253
1292
$27.5M 0.01%
428,266
+13,760
1293
$27.4M 0.01%
1,188,306
+23,264
1294
$27.4M 0.01%
1,309,332
-1,016,544
1295
$27.4M 0.01%
293,528
+52,236
1296
$27.3M 0.01%
1,111,752
+170,702
1297
$27.3M 0.01%
403,341
-34,101
1298
$27.3M 0.01%
1,824,744
+155,370
1299
$27.3M 0.01%
3,297,056
+581,168
1300
$27.2M 0.01%
291,996
+83,564
50 51
52
53 54