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
2301
$8.78M ﹤0.01%
2,223,931
-2,808,299
2302
$8.77M ﹤0.01%
1,800,749
+617,162
2303
$8.75M ﹤0.01%
238,821
-2,243
2304
$8.75M ﹤0.01%
916,194
+436,509
2305
$8.74M ﹤0.01%
434,170
-34,105
2306
$8.74M ﹤0.01%
1,266,478
-114,459
2307
$8.73M ﹤0.01%
378,024
+20,576
2308
$8.72M ﹤0.01%
529,384
+53,803
2309
$8.71M ﹤0.01%
147,370
-80,875
2310
$8.69M ﹤0.01%
445,275
-164,725
2311
$8.69M ﹤0.01%
818,848
+437,098
2312
$8.68M ﹤0.01%
405,595
-124,515
2313
$8.67M ﹤0.01%
958,320
+146,979
2314
$8.66M ﹤0.01%
164,399
-22,000
2315
$8.66M ﹤0.01%
1,031,866
-430,984
2316
$8.63M ﹤0.01%
327,987
-216,695
2317
$8.61M ﹤0.01%
637,165
-12,496
2318
$8.6M ﹤0.01%
1,145,086
+377,822
2319
$8.58M ﹤0.01%
426,962
+67,065
2320
$8.58M ﹤0.01%
145,563
-122,063
2321
$8.58M ﹤0.01%
192,654
-52,462
2322
$8.57M ﹤0.01%
211,019
-104,007
2323
$8.56M ﹤0.01%
289,578
+81,177
2324
$8.56M ﹤0.01%
281,733
-192,559
2325
$8.56M ﹤0.01%
97,275
-52,275
91 92
93
94 95