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
1901
$13.3M ﹤0.01%
720,987
-232,368
1902
$13.3M ﹤0.01%
1,234,689
+367,225
1903
$13.3M ﹤0.01%
1,315,369
-539,444
1904
$13.3M ﹤0.01%
259,659
-70,104
1905
$13.3M ﹤0.01%
569,257
-89,203
1906
$13.2M ﹤0.01%
1,183,896
-4,983
1907
$13.2M ﹤0.01%
215,505
+65,232
1908
$13.2M ﹤0.01%
532,595
+70,619
1909
$13.2M ﹤0.01%
341,407
+33,662
1910
$13.2M ﹤0.01%
314,158
+17,642
1911
$13.2M ﹤0.01%
212,023
-72,035
1912
$13.2M ﹤0.01%
994,531
+22,629
1913
$13.2M ﹤0.01%
487,446
-560,238
1914
$13.2M ﹤0.01%
310,583
-22,651
1915
$13.2M ﹤0.01%
701,428
+28,538
1916
$13.2M ﹤0.01%
247,340
+30,616
1917
$13.1M ﹤0.01%
576,565
+11,495
1918
$13.1M ﹤0.01%
1,030,050
+111,937
1919
$13.1M ﹤0.01%
348,312
+200,473
1920
$13.1M ﹤0.01%
116,813
-77,677
1921
$13.1M ﹤0.01%
151,902
-146,480
1922
$13.1M ﹤0.01%
151,483
-34,012
1923
$13.1M ﹤0.01%
1,111,763
-30,070
1924
$13.1M ﹤0.01%
330,604
+6,602
1925
$13.1M ﹤0.01%
943,568
+13,701
75 76
77
78 79