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
2101
$10.7M ﹤0.01%
148,818
-65,774
2102
$10.7M ﹤0.01%
466,167
+56,766
2103
$10.7M ﹤0.01%
128,414
-43,769
2104
$10.6M ﹤0.01%
781,108
+34,462
2105
$10.6M ﹤0.01%
517,688
+311,734
2106
$10.6M ﹤0.01%
142,231
-33,873
2107
$10.6M ﹤0.01%
343,179
+61,755
2108
$10.6M ﹤0.01%
134,790
-7,336
2109
$10.6M ﹤0.01%
1,716,854
+276,456
2110
$10.6M ﹤0.01%
1,288,285
+652,737
2111
$10.6M ﹤0.01%
594,892
-223,853
2112
$10.6M ﹤0.01%
1,505,906
+180,860
2113
$10.5M ﹤0.01%
641,243
-172,116
2114
$10.5M ﹤0.01%
385,595
+56,285
2115
$10.5M ﹤0.01%
153,188
-89,959
2116
$10.5M ﹤0.01%
120,427
-7,427
2117
$10.5M ﹤0.01%
714,275
-104,451
2118
$10.5M ﹤0.01%
192,811
-96,215
2119
$10.4M ﹤0.01%
180,707
-19,604
2120
$10.4M ﹤0.01%
255,596
+26,559
2121
$10.4M ﹤0.01%
278,700
+276,130
2122
$10.4M ﹤0.01%
214,725
+66,632
2123
$10.4M ﹤0.01%
340,176
-103,555
2124
$10.4M ﹤0.01%
253,599
-80,881
2125
$10.4M ﹤0.01%
240,390
-122,509
83 84
85
86 87