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
151
$470M 0.14%
20,621,283
+9,638,012
152
$463M 0.14%
1,731,916
-238,830
153
$455M 0.14%
39,103,837
+4,040,717
154
$454M 0.14%
4,260,379
-1,000,433
155
$454M 0.14%
3,428,745
-9,578
156
$454M 0.14%
1,451,615
-431,673
157
$453M 0.14%
30,616,310
+5,711,260
158
$452M 0.14%
12,524,771
-1,993,086
159
$452M 0.14%
8,175,648
+152,364
160
$450M 0.14%
25,333,446
+1,285,896
161
$450M 0.14%
11,685,554
+3,886,299
162
$445M 0.14%
10,242,662
+3,475,474
163
$444M 0.14%
14,058,014
+3,808,889
164
$443M 0.14%
12,539,392
+3,396,195
165
$433M 0.13%
8,439,930
+4,482,021
166
$430M 0.13%
4,893,300
+180,265
167
$427M 0.13%
3,892,315
+1,315,414
168
$425M 0.13%
22,795,361
-2,275,159
169
$420M 0.13%
4,611,408
+146,865
170
$420M 0.13%
8,915,857
+453,404
171
$416M 0.13%
7,055,040
+1,603,577
172
$415M 0.13%
3,238,617
+67,536
173
$404M 0.12%
4,578,525
+244,627
174
$404M 0.12%
3,478,799
+966,936
175
$403M 0.12%
4,909,214
+986,456
5 6
7
8 9