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
1676
$16.9M 0.01%
402,559
-29,976
1677
$16.9M 0.01%
20,000
+622
1678
$16.9M 0.01%
578,647
+101,595
1679
$16.9M 0.01%
193,572
-47,445
1680
$16.9M 0.01%
196,822
-17,409
1681
$16.8M 0.01%
714,763
-1,279,898
1682
$16.8M 0.01%
459,024
+64,654
1683
$16.7M 0.01%
683,602
-424,950
1684
$16.7M 0.01%
886,926
+149,118
1685
$16.7M 0.01%
1,109,476
+146,569
1686
$16.7M 0.01%
313,187
-27,671
1687
$16.7M 0.01%
195,401
-1,289
1688
$16.7M 0.01%
1,122,932
+729,178
1689
$16.7M 0.01%
187,957
+16,275
1690
$16.7M 0.01%
1,124,946
-46,026
1691
$16.7M 0.01%
738,637
-80,219
1692
$16.7M 0.01%
2,074,255
-20,419
1693
$16.7M 0.01%
298,216
-40,262
1694
$16.7M 0.01%
618,482
+167,691
1695
$16.7M 0.01%
302,602
-132,706
1696
$16.7M 0.01%
286,542
-33,392
1697
$16.6M 0.01%
160,828
-370,150
1698
$16.6M 0.01%
386,880
+188,828
1699
$16.6M 0.01%
653,365
+6,432
1700
$16.5M 0.01%
243,415
+32,625