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
1301
$27.2M 0.01%
489,645
-92,093
1302
$27.2M 0.01%
241,291
-7,660
1303
$27.1M 0.01%
289,507
-24,933
1304
$27.1M 0.01%
592,196
+312,190
1305
$27M 0.01%
1,254,224
+105,616
1306
$27M 0.01%
1,303,492
-1,026,869
1307
$27M 0.01%
456,262
+278,328
1308
$27M 0.01%
468,040
+361,502
1309
$27M 0.01%
431,842
+64,515
1310
$26.9M 0.01%
632,165
+51,370
1311
$26.8M 0.01%
402,797
-343,067
1312
$26.8M 0.01%
451,943
-96,405
1313
$26.7M 0.01%
937,880
-9,249
1314
$26.7M 0.01%
3,284,637
-80,324
1315
$26.6M 0.01%
1,176,846
+88,847
1316
$26.6M 0.01%
1,253,277
+130,601
1317
$26.6M 0.01%
1,818,583
+92,159
1318
$26.5M 0.01%
834,329
-90,298
1319
$26.5M 0.01%
222,970
+46,433
1320
$26.4M 0.01%
1,305,300
-54,583
1321
$26.3M 0.01%
338,009
+42,235
1322
$26.3M 0.01%
292,480
-15,813
1323
$26.3M 0.01%
288,100
-79,477
1324
$26.3M 0.01%
184,461
+147,479
1325
$26.3M 0.01%
1,746,709
+289,143
51 52
53
54 55