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
2051
$11.2M ﹤0.01%
386,783
-1,426,581
2052
$11.2M ﹤0.01%
344,412
-17,210
2053
$11.1M ﹤0.01%
591,127
-298,617
2054
$11.1M ﹤0.01%
210,081
+7,832
2055
$11.1M ﹤0.01%
71,848
+14,119
2056
$11.1M ﹤0.01%
531,024
-104,981
2057
$11.1M ﹤0.01%
138,672
-68,962
2058
$11.1M ﹤0.01%
405,359
-180,737
2059
$11.1M ﹤0.01%
532,096
+278,486
2060
$11.1M ﹤0.01%
247,584
-158,709
2061
$11.1M ﹤0.01%
551,570
-45,687
2062
$11.1M ﹤0.01%
242,320
-537,615
2063
$11M ﹤0.01%
249,937
+21,398
2064
$11M ﹤0.01%
358,199
-191,678
2065
$11M ﹤0.01%
242,680
-75,154
2066
$11M ﹤0.01%
437,348
+64,033
2067
$11M ﹤0.01%
257,238
-82,281
2068
$11M ﹤0.01%
692,634
+32,348
2069
$11M ﹤0.01%
292,020
-106,172
2070
$11M ﹤0.01%
636,100
-124,520
2071
$10.9M ﹤0.01%
185,367
+88,864
2072
$10.9M ﹤0.01%
349,275
-160,556
2073
$10.9M ﹤0.01%
484,029
-410,890
2074
$10.9M ﹤0.01%
162,969
+42,591
2075
$10.9M ﹤0.01%
330,234
+97,730
81 82
83
84 85