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
1326
$26.2M 0.01%
452,789
-791,305
1327
$26.2M 0.01%
217,608
-78,861
1328
$26.2M 0.01%
677,316
+23,677
1329
$26.2M 0.01%
1,539,615
+1,537,169
1330
$26.1M 0.01%
1,300,843
+1,385
1331
$26.1M 0.01%
898,852
-1,285,036
1332
$26.1M 0.01%
992,937
-278,445
1333
$26M 0.01%
614,989
-227,905
1334
$26M 0.01%
516,532
+118,158
1335
$25.9M 0.01%
681,322
+116,268
1336
$25.9M 0.01%
437,624
+29,772
1337
$25.8M 0.01%
1,271,027
-795,347
1338
$25.8M 0.01%
375,964
+29,292
1339
$25.8M 0.01%
542,099
+7,513
1340
$25.8M 0.01%
616,678
+294,560
1341
$25.6M 0.01%
2,024,425
-914,177
1342
$25.6M 0.01%
709,330
-306,682
1343
$25.5M 0.01%
875,078
+163,290
1344
$25.5M 0.01%
617,306
-164,765
1345
$25.5M 0.01%
1,052,744
-1,390,104
1346
$25.5M 0.01%
249,559
+43,143
1347
$25.4M 0.01%
1,016,421
+31,488
1348
$25.4M 0.01%
126,319
+32,468
1349
$25.3M 0.01%
701,235
+177,696
1350
$25.3M 0.01%
2,943,985
+103,581
52 53
54
55 56