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
2201
$9.6M ﹤0.01%
374,065
+347,704
2202
$9.6M ﹤0.01%
727,311
-148,527
2203
$9.57M ﹤0.01%
455,784
-663
2204
$9.56M ﹤0.01%
210,570
-71,624
2205
$9.55M ﹤0.01%
545,514
+14,412
2206
$9.54M ﹤0.01%
322,181
-49,348
2207
$9.53M ﹤0.01%
165,780
-56,324
2208
$9.53M ﹤0.01%
205,848
-30,877
2209
$9.53M ﹤0.01%
198,154
-9,766
2210
$9.5M ﹤0.01%
283,401
+13,425
2211
$9.5M ﹤0.01%
+948,614
2212
$9.48M ﹤0.01%
319,576
-157,314
2213
$9.48M ﹤0.01%
329,674
-250,916
2214
$9.47M ﹤0.01%
258,397
-11,522
2215
$9.47M ﹤0.01%
490,122
-2,442,964
2216
$9.46M ﹤0.01%
119,999
-11,474
2217
$9.46M ﹤0.01%
402,760
-247,988
2218
$9.45M ﹤0.01%
3,237,262
+2,507,863
2219
$9.44M ﹤0.01%
384,200
-131,728
2220
$9.43M ﹤0.01%
555,890
-743,420
2221
$9.42M ﹤0.01%
15,084
+7,290
2222
$9.41M ﹤0.01%
463,329
+43,002
2223
$9.4M ﹤0.01%
758,428
-58,483
2224
$9.39M ﹤0.01%
1,327,853
+362,712
2225
$9.38M ﹤0.01%
586,600
-177,380
87 88
89
90 91