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
2251
$9.17M ﹤0.01%
372,057
+45,418
2252
$9.16M ﹤0.01%
360,504
+19,952
2253
$9.16M ﹤0.01%
532,890
-155,094
2254
$9.15M ﹤0.01%
76,892
-10,352
2255
$9.14M ﹤0.01%
155,487
-21,916
2256
$9.12M ﹤0.01%
481,359
+235,816
2257
$9.11M ﹤0.01%
205,433
-160,316
2258
$9.11M ﹤0.01%
210,609
-55,614
2259
$9.1M ﹤0.01%
308,836
+10,169
2260
$9.08M ﹤0.01%
226,841
-243,794
2261
$9.07M ﹤0.01%
130,485
-38,312
2262
$9.07M ﹤0.01%
354,799
+11,819
2263
$9.06M ﹤0.01%
680,960
+27,994
2264
$9.06M ﹤0.01%
988,638
+812,521
2265
$9.04M ﹤0.01%
220,292
+101,772
2266
$9.04M ﹤0.01%
265,006
+1,855
2267
$9.04M ﹤0.01%
216,183
-32,803
2268
$9.03M ﹤0.01%
179,964
+63,218
2269
$9.02M ﹤0.01%
611,037
+53,370
2270
$9.01M ﹤0.01%
491,756
-733,089
2271
$9.01M ﹤0.01%
251,283
-17,491
2272
$9.01M ﹤0.01%
651,161
-2,210
2273
$9M ﹤0.01%
352,628
+8,453
2274
$9M ﹤0.01%
457,729
-72,530
2275
$8.99M ﹤0.01%
545,300
+129,872