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
2451
$7.45M ﹤0.01%
257,711
+119,097
2452
$7.44M ﹤0.01%
646,298
-79,545
2453
$7.43M ﹤0.01%
216,117
+7,511
2454
$7.4M ﹤0.01%
110,999
-40,227
2455
$7.4M ﹤0.01%
516,929
+6,326
2456
$7.4M ﹤0.01%
421,844
-20,479
2457
$7.39M ﹤0.01%
459,411
-99,337
2458
$7.36M ﹤0.01%
318,546
-151,136
2459
$7.36M ﹤0.01%
199,222
-21,265
2460
$7.34M ﹤0.01%
421,524
+18,349
2461
$7.34M ﹤0.01%
114,902
+17,263
2462
$7.33M ﹤0.01%
191,596
-82,056
2463
$7.32M ﹤0.01%
148,253
+127,166
2464
$7.31M ﹤0.01%
180,038
+22,435
2465
$7.29M ﹤0.01%
218,785
+78,749
2466
$7.27M ﹤0.01%
311,207
+95,884
2467
$7.26M ﹤0.01%
397,931
-7,804
2468
$7.26M ﹤0.01%
799,143
-65,552
2469
$7.26M ﹤0.01%
497,535
+50,250
2470
$7.24M ﹤0.01%
173,681
+19,003
2471
$7.23M ﹤0.01%
446,906
-46,122
2472
$7.22M ﹤0.01%
424,574
+328,946
2473
$7.21M ﹤0.01%
215,760
+14,398
2474
$7.21M ﹤0.01%
118,218
+14,530
2475
$7.2M ﹤0.01%
205,954
-71,106
97 98
99
100 101