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
2026
$11.6M ﹤0.01%
472,640
-334,694
2027
$11.6M ﹤0.01%
230,893
+2,380
2028
$11.6M ﹤0.01%
349,899
-136,281
2029
$11.5M ﹤0.01%
285,154
-377,998
2030
$11.5M ﹤0.01%
365,861
+120,948
2031
$11.5M ﹤0.01%
413,419
-462,603
2032
$11.5M ﹤0.01%
192,444
-1,757
2033
$11.4M ﹤0.01%
148,665
+32,552
2034
$11.4M ﹤0.01%
670,718
+20,001
2035
$11.4M ﹤0.01%
126,664
+5,972
2036
$11.4M ﹤0.01%
304,081
+168,651
2037
$11.4M ﹤0.01%
288,086
+135,294
2038
$11.4M ﹤0.01%
1,504,504
+79,224
2039
$11.4M ﹤0.01%
211,134
-17,868
2040
$11.3M ﹤0.01%
506,372
+69,121
2041
$11.3M ﹤0.01%
399,863
-96,379
2042
$11.3M ﹤0.01%
1,151,721
+43,293
2043
$11.3M ﹤0.01%
424,447
+258,316
2044
$11.3M ﹤0.01%
2,013,508
+527,070
2045
$11.2M ﹤0.01%
552,923
-75,654
2046
$11.2M ﹤0.01%
451,111
+61,313
2047
$11.2M ﹤0.01%
165,893
-254,625
2048
$11.2M ﹤0.01%
164,937
+13,839
2049
$11.2M ﹤0.01%
182,831
+10,008
2050
$11.2M ﹤0.01%
1,449,370
-46,792
80 81
82
83 84