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
2126
$10.3M ﹤0.01%
152,461
+49,008
2127
$10.3M ﹤0.01%
602,499
+27,550
2128
$10.3M ﹤0.01%
232,464
-244,092
2129
$10.3M ﹤0.01%
234,302
+30,240
2130
$10.3M ﹤0.01%
380,695
-311,213
2131
$10.3M ﹤0.01%
443,844
+127,484
2132
$10.3M ﹤0.01%
614,514
-79,571
2133
$10.3M ﹤0.01%
887,797
+290,839
2134
$10.3M ﹤0.01%
148,486
+38,074
2135
$10.3M ﹤0.01%
142,018
-30,839
2136
$10.3M ﹤0.01%
781,764
-112,825
2137
$10.3M ﹤0.01%
737,244
-126,308
2138
$10.3M ﹤0.01%
1,278,485
+54,165
2139
$10.3M ﹤0.01%
731,638
+115,040
2140
$10.2M ﹤0.01%
1,116,396
+787,330
2141
$10.2M ﹤0.01%
1,548,511
+537,472
2142
$10.2M ﹤0.01%
1,167,215
-461,133
2143
$10.2M ﹤0.01%
204,280
+44,516
2144
$10.2M ﹤0.01%
178,709
-28,657
2145
$10.2M ﹤0.01%
167,012
-39,198
2146
$10.2M ﹤0.01%
100,332
+10,325
2147
$10.2M ﹤0.01%
159,536
-25,062
2148
$10.1M ﹤0.01%
303,632
-273,596
2149
$10.1M ﹤0.01%
398,446
-20,585
2150
$10.1M ﹤0.01%
659,811
-92,288
84 85
86
87 88