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
626
$80.1M 0.03%
3,257,000
-142,260
627
$80M 0.03%
3,810,489
+265,707
628
$80M 0.03%
3,954,180
-80,686
629
$79.8M 0.03%
1,683,591
+464,514
630
$79.6M 0.03%
1,304,610
-184,651
631
$79.4M 0.03%
4,968,570
+886,260
632
$79.3M 0.03%
+5,579,738
633
$79.3M 0.03%
13,101,490
-6,158,770
634
$79.3M 0.03%
16,312,743
+291,428
635
$78.8M 0.03%
1,491,746
+457,396
636
$78.6M 0.03%
3,425,896
+1,158,310
637
$78.3M 0.03%
5,135,716
+987,352
638
$78.2M 0.03%
1,414,982
-80,997
639
$78.2M 0.03%
1,095,303
+177,725
640
$77.8M 0.03%
943,800
+828,104
641
$77.4M 0.03%
727,904
+634,521
642
$77M 0.03%
3,453,738
+41,223
643
$76.6M 0.03%
1,337,163
-220,811
644
$76.6M 0.03%
968,542
+105,409
645
$76.5M 0.03%
6,066,028
+271,353
646
$76.2M 0.02%
881,077
+234,546
647
$75.5M 0.02%
2,817,429
-1,068,589
648
$75.3M 0.02%
736,174
+459,265
649
$75.3M 0.02%
1,280,636
-249,615
650
$75.2M 0.02%
4,155,060
+129,021
24 25
26
27 28