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
2151
$10.1M ﹤0.01%
284,783
-80,807
2152
$10.1M ﹤0.01%
292,027
+63,018
2153
$10.1M ﹤0.01%
162,153
+1,439
2154
$10.1M ﹤0.01%
339,876
+49,677
2155
$10.1M ﹤0.01%
517,192
-54,765
2156
$10M ﹤0.01%
465,965
-111,478
2157
$10M ﹤0.01%
484,942
-81,819
2158
$10M ﹤0.01%
235,956
-13,817
2159
$9.99M ﹤0.01%
482,110
-307,080
2160
$9.98M ﹤0.01%
528,415
+38,885
2161
$9.97M ﹤0.01%
167,678
-8,432
2162
$9.97M ﹤0.01%
1,683,553
-2,039,077
2163
$9.95M ﹤0.01%
399,365
+38,330
2164
$9.95M ﹤0.01%
1,045,752
-39,120
2165
$9.94M ﹤0.01%
1,315,868
+442,711
2166
$9.94M ﹤0.01%
491,743
+35,381
2167
$9.93M ﹤0.01%
302,382
-104,349
2168
$9.93M ﹤0.01%
115,640
+4,876
2169
$9.93M ﹤0.01%
479,805
+50,922
2170
$9.92M ﹤0.01%
456,311
+127,700
2171
$9.91M ﹤0.01%
784,553
+101,431
2172
$9.9M ﹤0.01%
626,115
+63,654
2173
$9.9M ﹤0.01%
205,272
+54,453
2174
$9.9M ﹤0.01%
688,358
-497,771
2175
$9.89M ﹤0.01%
157,334
+15,458
85 86
87
88 89