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
551
$95M 0.03%
3,111,140
-2,875
552
$94.9M 0.03%
5,483,998
+2,688,330
553
$94.7M 0.03%
1,587,603
+971,968
554
$94.7M 0.03%
739,519
+104,485
555
$94.4M 0.03%
1,064,086
-186,980
556
$94.4M 0.03%
1,364,028
-544,208
557
$94.2M 0.03%
5,123,823
+1,925,727
558
$93.5M 0.03%
3,074,471
-2,549,000
559
$93.3M 0.03%
8,053,448
+4,438,524
560
$92.8M 0.03%
1,527,178
-1,348,471
561
$92.4M 0.03%
4,017,973
-526,640
562
$92.2M 0.03%
6,972,496
-962,927
563
$92.2M 0.03%
786,559
-289,370
564
$92.2M 0.03%
2,647,808
+1,463,054
565
$91.8M 0.03%
2,010,681
+777,235
566
$91.8M 0.03%
7,350,689
+4,699,479
567
$91.5M 0.03%
2,403,048
-257,703
568
$91M 0.03%
3,165,134
-6,292,108
569
$91M 0.03%
2,488,074
-203,480
570
$90.7M 0.03%
2,346,496
-880,319
571
$90.6M 0.03%
755,159
-500,419
572
$90.6M 0.03%
1,164,076
+374,391
573
$90.3M 0.03%
3,225,774
+2,134,698
574
$90.3M 0.03%
313,568
+71,310
575
$90M 0.03%
2,514,448
+440,199
21 22
23
24 25