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
1826
$14.5M ﹤0.01%
1,650,469
+601,046
1827
$14.5M ﹤0.01%
608,328
-203,811
1828
$14.4M ﹤0.01%
1,763,935
-116,720
1829
$14.4M ﹤0.01%
251,504
+202,405
1830
$14.4M ﹤0.01%
1,074,427
+842
1831
$14.4M ﹤0.01%
1,310,897
-338,997
1832
$14.3M ﹤0.01%
827,028
-110,656
1833
$14.3M ﹤0.01%
699,360
-1,018,854
1834
$14.3M ﹤0.01%
308,394
-28,312
1835
$14.3M ﹤0.01%
377,281
-64,056
1836
$14.3M ﹤0.01%
464,758
-27,100
1837
$14.3M ﹤0.01%
2,027,560
+226,822
1838
$14.3M ﹤0.01%
1,039,170
-25,372
1839
$14.3M ﹤0.01%
73,128
-37,925
1840
$14.3M ﹤0.01%
194,997
-31,968
1841
$14.3M ﹤0.01%
374,981
+145,448
1842
$14.2M ﹤0.01%
1,575,959
-210
1843
$14.2M ﹤0.01%
1,111,734
-206,301
1844
$14.2M ﹤0.01%
557,968
+84,387
1845
$14.2M ﹤0.01%
1,199,519
-364,011
1846
$14.1M ﹤0.01%
480,498
+187,779
1847
$14.1M ﹤0.01%
1,820,475
+149,278
1848
$14.1M ﹤0.01%
404,732
+4,613
1849
$14.1M ﹤0.01%
994,183
+56,939
1850
$14.1M ﹤0.01%
217,814
-7,937
72 73
74
75 76