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
826
$52.7M 0.02%
1,005,073
-119,061
827
$52.6M 0.02%
66,622
+30,556
828
$52.6M 0.02%
2,183,888
-1,866,982
829
$52.4M 0.02%
904,837
+615,637
830
$52.3M 0.02%
730,750
+398,315
831
$52.3M 0.02%
1,813,364
+1,602,311
832
$52.3M 0.02%
1,061,234
+385,475
833
$52.3M 0.02%
3,070,516
-1,305,638
834
$52.2M 0.02%
597,212
-115,472
835
$52.2M 0.02%
3,296,014
-441,152
836
$52.1M 0.02%
1,221,641
-5,389,700
837
$52.1M 0.02%
1,680,972
+502,724
838
$52.1M 0.02%
1,255,609
+39,927
839
$52.1M 0.02%
4,697,904
-366,220
840
$52M 0.02%
858,303
+85,418
841
$51.9M 0.02%
611,859
-281,367
842
$51.9M 0.02%
2,340,246
-648,348
843
$51.8M 0.02%
957,021
+211,369
844
$51.6M 0.02%
2,094,430
+1,401,081
845
$51.6M 0.02%
+1,974,348
846
$51.5M 0.02%
853,364
-434,151
847
$51.5M 0.02%
2,870,286
-3,153,862
848
$51.4M 0.02%
1,423,617
+16,855
849
$51.2M 0.02%
3,280,753
+506,492
850
$51.1M 0.02%
1,486,148
-160,889
32 33
34
35 36