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
1726
$16M ﹤0.01%
1,898,903
+1,298,751
1727
$16M ﹤0.01%
1,571,815
+178,460
1728
$16M ﹤0.01%
439,807
+43,875
1729
$16M ﹤0.01%
914,693
-586,162
1730
$16M ﹤0.01%
99,969
-10,313
1731
$16M ﹤0.01%
698,587
+60,340
1732
$16M ﹤0.01%
394,750
-20,885
1733
$15.9M ﹤0.01%
468,197
-91,467
1734
$15.9M ﹤0.01%
104,185
-15,907
1735
$15.9M ﹤0.01%
162,172
+140,815
1736
$15.9M ﹤0.01%
463,589
-222,142
1737
$15.9M ﹤0.01%
310,223
+31,501
1738
$15.8M ﹤0.01%
1,247,035
+39,504
1739
$15.8M ﹤0.01%
272,720
+25,976
1740
$15.8M ﹤0.01%
757,396
+281,839
1741
$15.8M ﹤0.01%
262,983
-1,308,739
1742
$15.8M ﹤0.01%
1,053,924
-102,329
1743
$15.8M ﹤0.01%
378,169
+1,743
1744
$15.7M ﹤0.01%
818,523
+31,661
1745
$15.7M ﹤0.01%
371,289
+131,769
1746
$15.7M ﹤0.01%
194,714
-237,468
1747
$15.7M ﹤0.01%
650,156
+52,890
1748
$15.7M ﹤0.01%
330,453
-96,703
1749
$15.7M ﹤0.01%
293,406
-81,170
1750
$15.7M ﹤0.01%
343,054
-70,599
68 69
70
71 72