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
1701
$16.5M 0.01%
690,320
-829,517
1702
$16.5M 0.01%
1,285,255
-1,028,667
1703
$16.5M 0.01%
160,434
+14,349
1704
$16.5M 0.01%
419,289
-131,748
1705
$16.4M 0.01%
958,102
-416,389
1706
$16.3M 0.01%
267,942
+45,090
1707
$16.3M 0.01%
1,707,799
-97,625
1708
$16.3M 0.01%
579,473
+22,952
1709
$16.3M 0.01%
477,468
+120,051
1710
$16.3M 0.01%
655,356
-995,663
1711
$16.2M 0.01%
197,552
-102,541
1712
$16.2M 0.01%
600,178
+44,194
1713
$16.2M 0.01%
1,558,977
+91,783
1714
$16.2M 0.01%
128,285
-24,122
1715
$16.2M 0.01%
2,254,983
-3,419,330
1716
$16.2M 0.01%
243,868
-34,841
1717
$16.2M 0.01%
1,326,819
+1,125,981
1718
$16.2M 0.01%
233,896
+77,888
1719
$16.1M 0.01%
252,650
-72,065
1720
$16.1M 0.01%
749,302
-360,584
1721
$16.1M ﹤0.01%
657,289
+105,134
1722
$16.1M ﹤0.01%
701,138
+63,515
1723
$16M ﹤0.01%
174,229
-55,368
1724
$16M ﹤0.01%
230,148
-70,946
1725
$16M ﹤0.01%
289,338
+212,064
67 68
69
70 71