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
901
$47.4M 0.02%
999,494
+280,342
902
$47.3M 0.02%
993,403
+170,315
903
$47.2M 0.02%
1,253,842
+375,950
904
$47.1M 0.02%
1,369,481
+549,902
905
$47.1M 0.02%
2,349,159
+525,046
906
$46.9M 0.02%
2,983,868
-993,429
907
$46.8M 0.02%
891,680
-400,084
908
$46.8M 0.02%
4,123,843
+2,777,102
909
$46.7M 0.02%
1,021,367
+148,926
910
$46.6M 0.02%
333,157
-94,512
911
$46.6M 0.02%
1,108,223
+849,560
912
$46.6M 0.02%
3,281,144
+2,277,814
913
$46.6M 0.02%
1,134,246
-637,114
914
$46.5M 0.02%
1,747,346
-318,815
915
$46.5M 0.02%
719,028
+558,615
916
$46.4M 0.02%
689,660
+14,438
917
$46.4M 0.02%
546,970
+412,264
918
$46M 0.02%
+1,491,043
919
$46M 0.02%
1,448,225
-517,770
920
$45.9M 0.02%
758,160
+93,962
921
$45.9M 0.02%
4,051,084
-328,063
922
$45.9M 0.02%
3,521,241
-1,040,253
923
$45.9M 0.02%
840,566
+24,592
924
$45.9M 0.02%
1,636,855
-575,724
925
$45.8M 0.02%
1,270,689
+1,140,144
35 36
37
38 39