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
1426
$22.8M 0.01%
566,284
-72,120
1427
$22.8M 0.01%
623,526
-303,102
1428
$22.8M 0.01%
1,008,875
-4,038
1429
$22.7M 0.01%
855,790
+259,629
1430
$22.7M 0.01%
533,789
-235,972
1431
$22.7M 0.01%
530,129
-55,109
1432
$22.7M 0.01%
1,141,475
-420,728
1433
$22.6M 0.01%
209,739
+50,384
1434
$22.6M 0.01%
682,928
-42,047
1435
$22.5M 0.01%
271,609
-65,464
1436
$22.5M 0.01%
1,215,915
-288,413
1437
$22.5M 0.01%
547,636
-43,807
1438
$22.4M 0.01%
449,437
+131,433
1439
$22.4M 0.01%
306,786
+6,261
1440
$22.4M 0.01%
837,690
+68,829
1441
$22.4M 0.01%
501,805
-793,031
1442
$22.4M 0.01%
431,592
+260,679
1443
$22.3M 0.01%
284,135
-23,881
1444
$22.3M 0.01%
1,594,496
-192,044
1445
$22.3M 0.01%
427,798
-34,778
1446
$22.3M 0.01%
727,575
+419,515
1447
$22.3M 0.01%
101,349
+72,975
1448
$22.3M 0.01%
2,781,311
-1,898,756
1449
$22.2M 0.01%
142,825
+62,613
1450
$22.2M 0.01%
691,779
+396,072
56 57
58
59 60