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
1926
$13.1M ﹤0.01%
938,250
+117,387
1927
$13M ﹤0.01%
1,956,634
+236,786
1928
$13M ﹤0.01%
643,342
-372,915
1929
$13M ﹤0.01%
355,089
+96,329
1930
$13M ﹤0.01%
227,919
-79,888
1931
$13M ﹤0.01%
520,708
+250,947
1932
$13M ﹤0.01%
1,028,184
-3,231,145
1933
$13M ﹤0.01%
147,244
-2,098
1934
$12.9M ﹤0.01%
349,328
-194,171
1935
$12.9M ﹤0.01%
259,240
+77,598
1936
$12.9M ﹤0.01%
306,195
+98,459
1937
$12.9M ﹤0.01%
158,309
-42,744
1938
$12.9M ﹤0.01%
668,543
-16,789
1939
$12.8M ﹤0.01%
97,950
-42,466
1940
$12.8M ﹤0.01%
317,950
-79,650
1941
$12.8M ﹤0.01%
480,784
-51,060
1942
$12.8M ﹤0.01%
541,261
-105,473
1943
$12.8M ﹤0.01%
770,979
-266,103
1944
$12.8M ﹤0.01%
251,407
+113,323
1945
$12.7M ﹤0.01%
657,043
+262,855
1946
$12.7M ﹤0.01%
3,628,923
-949,400
1947
$12.7M ﹤0.01%
270,982
+104,320
1948
$12.7M ﹤0.01%
160,405
-51,351
1949
$12.6M ﹤0.01%
776,499
+44,210
1950
$12.6M ﹤0.01%
191,154
+9,464
76 77
78
79 80