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
1751
$15.7M ﹤0.01%
580,839
+187,452
1752
$15.7M ﹤0.01%
1,743,497
-5,176,547
1753
$15.6M ﹤0.01%
1,730,731
-309,698
1754
$15.6M ﹤0.01%
2,721,912
+2,718,762
1755
$15.6M ﹤0.01%
318,626
-631,061
1756
$15.6M ﹤0.01%
469,124
-1,021,919
1757
$15.5M ﹤0.01%
320,792
-416,861
1758
$15.5M ﹤0.01%
631,506
+537,809
1759
$15.4M ﹤0.01%
346,876
-270,038
1760
$15.4M ﹤0.01%
319,833
+73,279
1761
$15.4M ﹤0.01%
300,508
-891
1762
$15.3M ﹤0.01%
295,142
-726,225
1763
$15.3M ﹤0.01%
206,874
+30,820
1764
$15.3M ﹤0.01%
341,197
+64,669
1765
$15.3M ﹤0.01%
1,167,042
+96,040
1766
$15.3M ﹤0.01%
409,525
-40,810
1767
$15.3M ﹤0.01%
192,423
+104,615
1768
$15.2M ﹤0.01%
335,296
-20,350
1769
$15.2M ﹤0.01%
287,920
-8,065
1770
$15.2M ﹤0.01%
249,279
-261,890
1771
$15.2M ﹤0.01%
184,421
+35,258
1772
$15.2M ﹤0.01%
359,002
+161,141
1773
$15.2M ﹤0.01%
202,972
-37,759
1774
$15.1M ﹤0.01%
365,641
-273,257
1775
$15.1M ﹤0.01%
683,131
-36,312
69 70
71
72 73