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
1801
$14.8M ﹤0.01%
406,510
+155,715
1802
$14.8M ﹤0.01%
895,910
+92,255
1803
$14.8M ﹤0.01%
766,629
+108,862
1804
$14.8M ﹤0.01%
298,144
+115,015
1805
$14.8M ﹤0.01%
340,364
+45,086
1806
$14.7M ﹤0.01%
156,576
-72,059
1807
$14.7M ﹤0.01%
352,872
+6,502
1808
$14.7M ﹤0.01%
798,244
+2,313
1809
$14.7M ﹤0.01%
1,357,720
+879,625
1810
$14.7M ﹤0.01%
296,607
+7,071
1811
$14.6M ﹤0.01%
1,272,703
-290,321
1812
$14.6M ﹤0.01%
876,531
-616,393
1813
$14.6M ﹤0.01%
455,428
+175,625
1814
$14.6M ﹤0.01%
+1,391,447
1815
$14.6M ﹤0.01%
264,889
-27,372
1816
$14.6M ﹤0.01%
2,545,866
-53,524
1817
$14.5M ﹤0.01%
1,088,839
+116,540
1818
$14.5M ﹤0.01%
192,458
-256,540
1819
$14.5M ﹤0.01%
344,498
+143,826
1820
$14.5M ﹤0.01%
507,917
+211,534
1821
$14.5M ﹤0.01%
633,028
+348,754
1822
$14.5M ﹤0.01%
278,486
+139,614
1823
$14.5M ﹤0.01%
1,003,271
+65,769
1824
$14.5M ﹤0.01%
710,399
+63,586
1825
$14.5M ﹤0.01%
1,070,716
+35,615
71 72
73
74 75