Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
1
$8.99B 2.76%
38,116,278
-1,710,078
2
$5.33B 1.64%
148,372,456
+1,006,200
3
$3.93B 1.21%
88,605,700
+3,202,460
4
$3.91B 1.2%
59,307,887
-5,175,247
5
$3.89B 1.2%
27,406,046
-366,013
6
$3.22B 0.99%
36,675,899
+1,065,907
7
$3B 0.92%
21,822,463
-47,284
8
$2.76B 0.85%
31,016,661
+121,120
9
$2.45B 0.75%
19,648,505
-1,479,379
10
$2.29B 0.7%
55,286,240
+3,233,640
11
$2.12B 0.65%
14,824,753
+1,388,848
12
$2.07B 0.64%
48,804,200
+5,013,120
13
$2.05B 0.63%
18,077,966
-1,267,991
14
$1.98B 0.61%
17,581,482
+2,571,860
15
$1.86B 0.57%
11,198,961
+225,307
16
$1.85B 0.57%
16,427,836
+328,280
17
$1.85B 0.57%
11,081,719
-312,244
18
$1.8B 0.55%
25,219,923
+4,738,555
19
$1.72B 0.53%
54,932,350
+412,736
20
$1.7B 0.52%
52,359,715
+4,260,909
21
$1.66B 0.51%
12,542,999
+1,874,344
22
$1.66B 0.51%
15,414,836
-896,257
23
$1.65B 0.51%
14,744,565
-346,616
24
$1.6B 0.49%
13,333,932
+848,399
25
$1.47B 0.45%
30,178,282
+1,205,754
1
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