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
2176
$9.89M ﹤0.01%
652,708
+21,339
2177
$9.89M ﹤0.01%
930,132
-518,856
2178
$9.88M ﹤0.01%
74,428
-702,056
2179
$9.88M ﹤0.01%
2,586,406
+2,259,044
2180
$9.88M ﹤0.01%
311,727
+203,046
2181
$9.85M ﹤0.01%
68,807
+1,565
2182
$9.85M ﹤0.01%
210,601
-113,769
2183
$9.81M ﹤0.01%
197,954
-53,571
2184
$9.8M ﹤0.01%
509,015
+24,899
2185
$9.77M ﹤0.01%
1,678,265
+362,112
2186
$9.76M ﹤0.01%
227,347
-994,294
2187
$9.74M ﹤0.01%
164,504
-43,619
2188
$9.74M ﹤0.01%
122,288
+10,162
2189
$9.74M ﹤0.01%
929,200
-409,382
2190
$9.73M ﹤0.01%
186,537
-34,627
2191
$9.72M ﹤0.01%
490,239
+53,874
2192
$9.69M ﹤0.01%
768,811
+6,907
2193
$9.69M ﹤0.01%
1,122,331
-28,096
2194
$9.68M ﹤0.01%
487,072
-811,407
2195
$9.68M ﹤0.01%
402,816
+243,667
2196
$9.65M ﹤0.01%
1,475,195
-6,585
2197
$9.64M ﹤0.01%
422,748
-25,526
2198
$9.63M ﹤0.01%
259,631
-85,051
2199
$9.63M ﹤0.01%
3,392
+1,646
2200
$9.62M ﹤0.01%
436,369
-179,195
86 87
88
89 90