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
2226
$9.38M ﹤0.01%
247,408
+30,059
2227
$9.37M ﹤0.01%
396,536
-254,130
2228
$9.36M ﹤0.01%
143,969
+1,016
2229
$9.36M ﹤0.01%
137,682
+79,760
2230
$9.35M ﹤0.01%
374,565
+77,973
2231
$9.35M ﹤0.01%
193,069
+88,549
2232
$9.33M ﹤0.01%
273,707
-143,935
2233
$9.33M ﹤0.01%
1,141,458
-991,760
2234
$9.32M ﹤0.01%
288,428
-10,829
2235
$9.31M ﹤0.01%
172,423
+24,858
2236
$9.3M ﹤0.01%
369,644
+67,537
2237
$9.29M ﹤0.01%
152,016
-140,689
2238
$9.28M ﹤0.01%
164,554
-165,580
2239
$9.28M ﹤0.01%
139,863
-16,563
2240
$9.27M ﹤0.01%
814,220
+115,721
2241
$9.27M ﹤0.01%
215,346
-91,789
2242
$9.27M ﹤0.01%
309,008
+65,863
2243
$9.25M ﹤0.01%
340,988
+17,655
2244
$9.23M ﹤0.01%
180,729
+48,193
2245
$9.22M ﹤0.01%
307,136
-125,304
2246
$9.22M ﹤0.01%
167,012
+15,664
2247
$9.21M ﹤0.01%
533,009
-440,095
2248
$9.2M ﹤0.01%
820,380
+207,780
2249
$9.19M ﹤0.01%
184,896
+44,516
2250
$9.17M ﹤0.01%
1,094,120
+244,746
88 89
90
91 92