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
1776
$15.1M ﹤0.01%
536,756
+93,840
1777
$15.1M ﹤0.01%
937,677
-28,966
1778
$15.1M ﹤0.01%
464,465
+96,407
1779
$15.1M ﹤0.01%
886,894
+398,869
1780
$15.1M ﹤0.01%
328,237
+8,902
1781
$15.1M ﹤0.01%
1,639,030
-10,160
1782
$15M ﹤0.01%
738,245
-1,574,782
1783
$15M ﹤0.01%
499,738
-147,801
1784
$15M ﹤0.01%
326,393
-451,743
1785
$15M ﹤0.01%
1,035,163
-79,188
1786
$15M ﹤0.01%
956,774
-159,462
1787
$15M ﹤0.01%
328,353
-102,150
1788
$14.9M ﹤0.01%
211,255
-163,063
1789
$14.9M ﹤0.01%
216,636
+12,207
1790
$14.9M ﹤0.01%
862,804
+86,654
1791
$14.9M ﹤0.01%
236,479
-198,960
1792
$14.9M ﹤0.01%
686,590
-943,873
1793
$14.9M ﹤0.01%
280,867
-140,543
1794
$14.8M ﹤0.01%
185,574
+13,366
1795
$14.8M ﹤0.01%
451,080
+7,478
1796
$14.8M ﹤0.01%
439,331
-156,872
1797
$14.8M ﹤0.01%
1,985,699
-1,095,967
1798
$14.8M ﹤0.01%
415,147
+35,828
1799
$14.8M ﹤0.01%
369,014
+103,183
1800
$14.8M ﹤0.01%
177,273
+6,863
70 71
72
73 74