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
1401
$23.6M 0.01%
709,659
-802,153
1402
$23.6M 0.01%
1,948,852
+617,680
1403
$23.6M 0.01%
710,652
-87,804
1404
$23.6M 0.01%
384,678
-37,990
1405
$23.5M 0.01%
182,034
-14,902
1406
$23.5M 0.01%
936,654
+57,072
1407
$23.3M 0.01%
956,646
+613,060
1408
$23.3M 0.01%
1,972,489
+506,177
1409
$23.3M 0.01%
244,885
+57,058
1410
$23.3M 0.01%
807,108
-74,256
1411
$23.3M 0.01%
519,548
+61,483
1412
$23.2M 0.01%
804,869
+11,844
1413
$23.2M 0.01%
425,645
+299,028
1414
$23.2M 0.01%
988,910
-94,018
1415
$23.2M 0.01%
450,205
-178,177
1416
$23.2M 0.01%
616,564
-165,475
1417
$23.1M 0.01%
1,175,083
+18,114
1418
$23.1M 0.01%
567,202
+87,306
1419
$23.1M 0.01%
1,096,584
+80,037
1420
$23.1M 0.01%
1,810,948
-186,842
1421
$23M 0.01%
2,300,640
+600,215
1422
$23M 0.01%
826,519
-828,187
1423
$22.9M 0.01%
377,911
-765,830
1424
$22.9M 0.01%
1,866,137
+1,837,704
1425
$22.8M 0.01%
2,496,795
-716,153
55 56
57
58 59