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
2401
$7.86M ﹤0.01%
418,610
+27,281
2402
$7.86M ﹤0.01%
517,176
-3,834
2403
$7.85M ﹤0.01%
185,768
-100,119
2404
$7.83M ﹤0.01%
304,140
-52,722
2405
$7.83M ﹤0.01%
2,013,268
+434,225
2406
$7.83M ﹤0.01%
775,128
-12,787
2407
$7.81M ﹤0.01%
564,427
+270,824
2408
$7.8M ﹤0.01%
294,774
-79,896
2409
$7.79M ﹤0.01%
57,997
-22,539
2410
$7.79M ﹤0.01%
698,561
+353,079
2411
$7.79M ﹤0.01%
382,986
-288,877
2412
$7.78M ﹤0.01%
139,348
+26,687
2413
$7.77M ﹤0.01%
647,649
+350,056
2414
$7.76M ﹤0.01%
320,904
-341,225
2415
$7.76M ﹤0.01%
629,628
+62,428
2416
$7.75M ﹤0.01%
665,084
-32,845
2417
$7.74M ﹤0.01%
345,351
+46,941
2418
$7.7M ﹤0.01%
193,104
-20,454
2419
$7.7M ﹤0.01%
219,949
-81,362
2420
$7.69M ﹤0.01%
321,819
-18,384
2421
$7.69M ﹤0.01%
74,299
+16,876
2422
$7.68M ﹤0.01%
168,139
-39,911
2423
$7.67M ﹤0.01%
297,578
-121,838
2424
$7.67M ﹤0.01%
944,449
+383,398
2425
$7.66M ﹤0.01%
201,141
-126,328
95 96
97
98 99