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
2326
$8.54M ﹤0.01%
454,552
+331,554
2327
$8.54M ﹤0.01%
129,143
-95,232
2328
$8.54M ﹤0.01%
3,094,010
-3,836,002
2329
$8.54M ﹤0.01%
85,565
-8,538
2330
$8.54M ﹤0.01%
255,639
-74,930
2331
$8.52M ﹤0.01%
156,197
-361,210
2332
$8.52M ﹤0.01%
161,004
-28,518
2333
$8.51M ﹤0.01%
766,290
+34,537
2334
$8.51M ﹤0.01%
+150,550
2335
$8.5M ﹤0.01%
561,847
-83,114
2336
$8.49M ﹤0.01%
283,936
+282,278
2337
$8.48M ﹤0.01%
498,943
-37,453
2338
$8.47M ﹤0.01%
237,702
-247,444
2339
$8.46M ﹤0.01%
764,529
-148,232
2340
$8.46M ﹤0.01%
137,600
+6,034
2341
$8.46M ﹤0.01%
200,902
+60,383
2342
$8.45M ﹤0.01%
517,356
+408,507
2343
$8.41M ﹤0.01%
279,479
+10,656
2344
$8.4M ﹤0.01%
880,690
+513,433
2345
$8.4M ﹤0.01%
227,353
-52,243
2346
$8.38M ﹤0.01%
392,836
+38,436
2347
$8.37M ﹤0.01%
259,928
+150,267
2348
$8.37M ﹤0.01%
534,859
+318,263
2349
$8.37M ﹤0.01%
434,796
-72,637
2350
$8.37M ﹤0.01%
233,340
-80,177
92 93
94
95 96