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
1851
$14M ﹤0.01%
938,490
-62,530
1852
$14M ﹤0.01%
2,263,364
-660,356
1853
$14M ﹤0.01%
1,065,977
-212,413
1854
$14M ﹤0.01%
1,274,874
-175,897
1855
$14M ﹤0.01%
149,260
-44,268
1856
$14M ﹤0.01%
139,644
+14,425
1857
$14M ﹤0.01%
567,942
-138,350
1858
$14M ﹤0.01%
1,102,616
-776,685
1859
$14M ﹤0.01%
188,173
-54,946
1860
$14M ﹤0.01%
445,791
+48,672
1861
$13.9M ﹤0.01%
775,899
+244,794
1862
$13.9M ﹤0.01%
439,782
+145,989
1863
$13.9M ﹤0.01%
14,337
-2,046
1864
$13.9M ﹤0.01%
302,014
+72,299
1865
$13.9M ﹤0.01%
453,389
+15,565
1866
$13.9M ﹤0.01%
39,534
-31,064
1867
$13.9M ﹤0.01%
321,946
+137,498
1868
$13.9M ﹤0.01%
358,449
+59,027
1869
$13.9M ﹤0.01%
1,763,453
+667,050
1870
$13.8M ﹤0.01%
2,547,509
+342,271
1871
$13.8M ﹤0.01%
30,457
+3,465
1872
$13.8M ﹤0.01%
167,987
+3,020
1873
$13.8M ﹤0.01%
817,162
-43,090
1874
$13.8M ﹤0.01%
207,422
-186,948
1875
$13.8M ﹤0.01%
583,162
-469,491
73 74
75
76 77