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
1551
$19.8M 0.01%
265,835
+138,084
1552
$19.8M 0.01%
593,605
+293,329
1553
$19.8M 0.01%
325,765
-436,790
1554
$19.8M 0.01%
388,623
-311,399
1555
$19.8M 0.01%
1,215,017
-5,480
1556
$19.7M 0.01%
943,140
+183,414
1557
$19.7M 0.01%
281,139
+92,799
1558
$19.7M 0.01%
783,838
-301,213
1559
$19.7M 0.01%
1,020,489
+157,569
1560
$19.7M 0.01%
288,336
+28,373
1561
$19.6M 0.01%
759,105
+128,907
1562
$19.6M 0.01%
848,643
-256,022
1563
$19.6M 0.01%
1,366,980
+73,336
1564
$19.6M 0.01%
1,081,782
+138,487
1565
$19.6M 0.01%
1,439,421
+220,866
1566
$19.6M 0.01%
118,859
+16,532
1567
$19.6M 0.01%
738,609
+306,786
1568
$19.6M 0.01%
411,317
+118,937
1569
$19.6M 0.01%
324,474
+12,445
1570
$19.6M 0.01%
783,136
+368,136
1571
$19.6M 0.01%
442,151
-294,839
1572
$19.5M 0.01%
1,445,549
-1,835,595
1573
$19.5M 0.01%
126,613
-20,487
1574
$19.5M 0.01%
941,151
-458,309
1575
$19.4M 0.01%
635,896
+402,289
61 62
63
64 65