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
$306B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,788
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$424M
3
+$403M
4
RAI
Reynolds American Inc
RAI
+$384M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$372M

Top Sells

1
+$2.51B
2
+$1.34B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$600M
5
ZTS icon
Zoetis
ZTS
+$540M

Sector Composition

1 Financials 9.92%
2 Technology 8.97%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$170M 0.06%
8,994,788
+683,911
352
$170M 0.06%
2,860,227
+706,092
353
$170M 0.06%
4,195,828
+854,308
354
$169M 0.06%
1,630,389
-356,599
355
$169M 0.06%
1,597,086
+116,324
356
$168M 0.06%
1,555,502
+71,499
357
$168M 0.06%
4,650,948
+1,501,165
358
$168M 0.05%
2,166,458
+396,432
359
$168M 0.05%
6,313,754
-3,659,111
360
$167M 0.05%
2,292,610
+142,032
361
$166M 0.05%
2,760,891
+1,984,912
362
$166M 0.05%
4,954,065
-1,500,972
363
$166M 0.05%
8,378,028
+1,910,042
364
$165M 0.05%
2,721,556
+415,000
365
$165M 0.05%
2,608,486
-2,119,202
366
$165M 0.05%
1,239,295
+96,122
367
$163M 0.05%
2,591,920
-825,872
368
$162M 0.05%
3,002,176
-225,114
369
$162M 0.05%
5,171,792
+970,004
370
$161M 0.05%
3,211,261
+756,403
371
$161M 0.05%
2,458,319
+831,341
372
$161M 0.05%
3,957,909
+1,900,342
373
$161M 0.05%
2,071,479
+685,112
374
$161M 0.05%
8,311,475
+691,641
375
$161M 0.05%
3,523,753
+31,782
13 14
15
16 17