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
1526
$20.3M 0.01%
199,532
-162,535
1527
$20.3M 0.01%
1,129,468
-117,665
1528
$20.2M 0.01%
871,171
+464,075
1529
$20.2M 0.01%
977,046
+39,520
1530
$20.2M 0.01%
377,833
-9,054
1531
$20.2M 0.01%
152,733
+132,277
1532
$20.2M 0.01%
607,668
-4,440
1533
$20.1M 0.01%
621,754
-120,245
1534
$20.1M 0.01%
390,984
+135,314
1535
$20.1M 0.01%
488,348
+186,726
1536
$20.1M 0.01%
382,688
+15,618
1537
$20.1M 0.01%
1,243,035
-848,702
1538
$20M 0.01%
340,302
+80,926
1539
$20M 0.01%
660,186
-139,469
1540
$20M 0.01%
402,438
-79,575
1541
$20M 0.01%
1,157,474
-779,398
1542
$20M 0.01%
235,906
-832
1543
$19.9M 0.01%
443,583
+128,844
1544
$19.9M 0.01%
422,373
+27,547
1545
$19.9M 0.01%
155,262
-17,108
1546
$19.9M 0.01%
792,645
+451,602
1547
$19.9M 0.01%
1,314,668
-108,600
1548
$19.9M 0.01%
1,400,254
-4,133
1549
$19.9M 0.01%
899,461
+50,646
1550
$19.9M 0.01%
344,167
+121,910
60 61
62
63 64