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
1951
$12.6M ﹤0.01%
533,747
-98,377
1952
$12.6M ﹤0.01%
13,261
+2,165
1953
$12.6M ﹤0.01%
375,980
+35,609
1954
$12.6M ﹤0.01%
226,572
-18,499
1955
$12.6M ﹤0.01%
310,850
-216,634
1956
$12.5M ﹤0.01%
358,132
+37,420
1957
$12.5M ﹤0.01%
1,292,446
+79,913
1958
$12.5M ﹤0.01%
1,232,615
+203,156
1959
$12.5M ﹤0.01%
210,883
+13,561
1960
$12.5M ﹤0.01%
124,621
+76,229
1961
$12.5M ﹤0.01%
+512,828
1962
$12.5M ﹤0.01%
527,687
+110,547
1963
$12.4M ﹤0.01%
711,478
-31,799
1964
$12.4M ﹤0.01%
991,701
+350,990
1965
$12.3M ﹤0.01%
341,621
+283,574
1966
$12.3M ﹤0.01%
334,872
+195,323
1967
$12.3M ﹤0.01%
226,536
+23,656
1968
$12.3M ﹤0.01%
829,539
+241,088
1969
$12.3M ﹤0.01%
319,532
+47,402
1970
$12.3M ﹤0.01%
464,683
-77,258
1971
$12.3M ﹤0.01%
228,646
+40,962
1972
$12.3M ﹤0.01%
1,206,514
+105,362
1973
$12.3M ﹤0.01%
365,959
+21,731
1974
$12.3M ﹤0.01%
331,290
-103,914
1975
$12.2M ﹤0.01%
481,607
+111,758
77 78
79
80 81