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
2276
$8.98M ﹤0.01%
434,429
-43,669
2277
$8.98M ﹤0.01%
120,212
-37,932
2278
$8.97M ﹤0.01%
521,984
-506,901
2279
$8.96M ﹤0.01%
330,709
+134,447
2280
$8.96M ﹤0.01%
287,865
-419,264
2281
$8.95M ﹤0.01%
216,142
-4,252
2282
$8.95M ﹤0.01%
2,237,001
+1,501,873
2283
$8.95M ﹤0.01%
475,690
+18,470
2284
$8.94M ﹤0.01%
668,054
+123,653
2285
$8.92M ﹤0.01%
198,848
+113,732
2286
$8.91M ﹤0.01%
294,677
-91,433
2287
$8.91M ﹤0.01%
292,941
+51,300
2288
$8.91M ﹤0.01%
885,268
+772,464
2289
$8.91M ﹤0.01%
126,244
+23,498
2290
$8.9M ﹤0.01%
122,005
-50,199
2291
$8.88M ﹤0.01%
314,989
-160,998
2292
$8.88M ﹤0.01%
473,359
-39,204
2293
$8.87M ﹤0.01%
200,507
+52,608
2294
$8.86M ﹤0.01%
48,071
-30,486
2295
$8.85M ﹤0.01%
189,819
-183,627
2296
$8.8M ﹤0.01%
24,999
+11,832
2297
$8.8M ﹤0.01%
395,445
+146,827
2298
$8.79M ﹤0.01%
1,037,595
-47,409
2299
$8.78M ﹤0.01%
450,669
+80,694
2300
$8.78M ﹤0.01%
278,461
+31,044
90 91
92
93 94