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
751
$61M 0.02%
1,792,125
-32,227
752
$60.9M 0.02%
5,617,240
+5,584,662
753
$60.7M 0.02%
1,490,879
-77,071
754
$60.6M 0.02%
1,394,699
+703,519
755
$60.6M 0.02%
395,422
+7,306
756
$60.5M 0.02%
414,024
-602,641
757
$60.4M 0.02%
802,621
-327,023
758
$60.4M 0.02%
2,185,250
+135,992
759
$60.2M 0.02%
2,089,283
+42,532
760
$60.2M 0.02%
1,505,987
-257,427
761
$60.1M 0.02%
1,656,721
+183,911
762
$60.1M 0.02%
1,539,489
-3,351,693
763
$59.7M 0.02%
1,401,902
-399,292
764
$59.7M 0.02%
1,751,957
-469,142
765
$59.6M 0.02%
1,588,806
+11,250
766
$59.5M 0.02%
3,412,380
-84,632
767
$59.4M 0.02%
5,617,990
+1,784,680
768
$59.2M 0.02%
459,959
+648
769
$59.1M 0.02%
506,835
+264,032
770
$59.1M 0.02%
1,989,978
-76,646
771
$59M 0.02%
370,712
+90,201
772
$58.9M 0.02%
2,189,762
-338,842
773
$58.9M 0.02%
803,687
+149,761
774
$58.8M 0.02%
2,336,489
+333,078
775
$58.8M 0.02%
586,983
-6,192
29 30
31
32 33