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
51
$944M 0.31%
27,343,178
-2,045,776
52
$934M 0.31%
48,393,355
-9,993,730
53
$931M 0.3%
8,875,575
+677,524
54
$929M 0.3%
8,641,583
+292,400
55
$920M 0.3%
30,437,107
+1,968,810
56
$918M 0.3%
16,339,288
+2,979,683
57
$913M 0.3%
8,887,047
-437,354
58
$895M 0.29%
13,906,909
-210,007
59
$884M 0.29%
7,261,765
+1,506,416
60
$876M 0.29%
10,388,029
-639,519
61
$862M 0.28%
24,097,283
-569,651
62
$860M 0.28%
7,672,303
+912,025
63
$851M 0.28%
11,946,613
+1,543,454
64
$848M 0.28%
2,227,301
-187,579
65
$838M 0.27%
9,032,821
+1,925,714
66
$836M 0.27%
30,930,907
-3,345,666
67
$832M 0.27%
22,762,290
+2,977,618
68
$819M 0.27%
13,074,430
+21,781
69
$811M 0.27%
13,871,762
-6,703,703
70
$810M 0.27%
56,883,090
-1,606,815
71
$784M 0.26%
23,720,925
+2,007,040
72
$776M 0.25%
3,241,090
-317,728
73
$772M 0.25%
6,921,957
+295,075
74
$770M 0.25%
8,284,043
+356,734
75
$768M 0.25%
8,750,165
+2,290,513
1 2
3
4 5