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
1451
$22.2M 0.01%
273,750
+54,822
1452
$22.2M 0.01%
981,412
+259,372
1453
$22.2M 0.01%
1,179,990
-134,090
1454
$22.1M 0.01%
425,866
-73,481
1455
$22.1M 0.01%
3,016,673
+273,828
1456
$22.1M 0.01%
614,842
+330,531
1457
$22M 0.01%
197,432
+75,475
1458
$22M 0.01%
866,118
+655,352
1459
$21.9M 0.01%
457,760
-131,487
1460
$21.8M 0.01%
555,747
-565,215
1461
$21.8M 0.01%
314,727
+66,632
1462
$21.8M 0.01%
727,158
+55,884
1463
$21.7M 0.01%
1,457,914
+30,209
1464
$21.7M 0.01%
942,120
-20,387
1465
$21.7M 0.01%
227,007
+102,874
1466
$21.5M 0.01%
1,360,301
+252,684
1467
$21.5M 0.01%
419,210
+13,660
1468
$21.5M 0.01%
1,698,433
-980,134
1469
$21.5M 0.01%
420,638
-281,423
1470
$21.5M 0.01%
692,283
+41,739
1471
$21.5M 0.01%
936,342
-492,032
1472
$21.5M 0.01%
525,797
+104,953
1473
$21.5M 0.01%
941,206
+486,687
1474
$21.5M 0.01%
139,476
-20,896
1475
$21.3M 0.01%
1,902,876
+949,892
57 58
59
60 61