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
851
$51.1M 0.02%
2,818,176
+661,662
852
$51M 0.02%
2,142,441
+163,434
853
$51M 0.02%
2,637,843
-363,037
854
$50.9M 0.02%
1,403,674
+107,817
855
$50.9M 0.02%
2,066,904
+145,249
856
$50.8M 0.02%
495,623
+50,351
857
$50.7M 0.02%
866,372
+715,385
858
$50.7M 0.02%
4,259,329
-884,479
859
$50.7M 0.02%
1,327,903
+328,601
860
$50.7M 0.02%
1,258,514
+42,854
861
$50.6M 0.02%
697,332
-99,487
862
$50.5M 0.02%
1,465,266
+220,237
863
$50.2M 0.02%
2,313,027
+998,924
864
$50.1M 0.02%
2,058,410
+208,687
865
$50M 0.02%
635,140
+68,514
866
$50M 0.02%
1,423,694
+20,662
867
$49.9M 0.02%
4,248,508
-6,356,280
868
$49.8M 0.02%
3,443,053
+787,046
869
$49.6M 0.02%
1,793,140
+343,928
870
$49.6M 0.02%
2,035,773
+226,490
871
$49.4M 0.02%
2,285,474
+86,009
872
$49.3M 0.02%
2,205,375
+851,832
873
$49.3M 0.02%
794,955
+69,961
874
$49.3M 0.02%
6,651,040
+3,135,340
875
$49.2M 0.02%
412,192
+83,442
33 34
35
36 37