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
2376
$8.11M ﹤0.01%
245,486
-123,037
2377
$8.06M ﹤0.01%
237,652
-80,589
2378
$8.06M ﹤0.01%
1,914,903
-475,929
2379
$8.05M ﹤0.01%
130,229
-23,288
2380
$8.04M ﹤0.01%
202,303
+105,762
2381
$8.03M ﹤0.01%
483,861
+7,296
2382
$8.03M ﹤0.01%
86,124
+23,823
2383
$8.01M ﹤0.01%
870,442
+55,369
2384
$8M ﹤0.01%
210,710
-62,144
2385
$7.99M ﹤0.01%
88,697
-51,360
2386
$7.98M ﹤0.01%
93,281
+35,855
2387
$7.96M ﹤0.01%
976,791
-177,439
2388
$7.95M ﹤0.01%
345,472
-329,562
2389
$7.94M ﹤0.01%
320,562
+72,631
2390
$7.94M ﹤0.01%
190,074
+82,956
2391
$7.92M ﹤0.01%
122,592
-362
2392
$7.92M ﹤0.01%
549,960
-350,893
2393
$7.9M ﹤0.01%
305,060
+176,570
2394
$7.89M ﹤0.01%
208,705
+34,535
2395
$7.89M ﹤0.01%
252,251
-115,591
2396
$7.89M ﹤0.01%
502,510
-11,104
2397
$7.89M ﹤0.01%
222,424
+1,440
2398
$7.89M ﹤0.01%
802,138
+183,123
2399
$7.87M ﹤0.01%
748,299
+685,639
2400
$7.87M ﹤0.01%
191,524
+77,026
94 95
96
97 98