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
76
$762M 0.25%
7,893,177
+507,236
77
$758M 0.25%
4,733,549
+414,855
78
$741M 0.24%
7,149,570
+600,471
79
$725M 0.24%
3,530,111
+639,568
80
$717M 0.23%
12,057,692
+5,568,463
81
$715M 0.23%
12,179,804
+4,472,242
82
$709M 0.23%
30,752,778
+7,087,392
83
$705M 0.23%
12,213,406
-1,331,973
84
$703M 0.23%
6,093,421
+521,873
85
$699M 0.23%
10,714,670
-1,406,074
86
$698M 0.23%
10,154,620
+2,068,120
87
$682M 0.22%
8,443,888
+516,965
88
$681M 0.22%
9,503,257
+334,454
89
$680M 0.22%
8,554,088
-144,224
90
$679M 0.22%
254,530,280
+118,044,800
91
$673M 0.22%
4,205,775
-516,377
92
$668M 0.22%
7,701,585
+310,829
93
$665M 0.22%
7,680,588
+1,498,103
94
$665M 0.22%
4,454,880
+707,465
95
$664M 0.22%
8,366,224
+783,287
96
$651M 0.21%
5,553,960
-1,496,111
97
$647M 0.21%
21,655,884
-1,790,652
98
$642M 0.21%
7,421,211
-3,058,004
99
$613M 0.2%
5,417,605
+990,205
100
$612M 0.2%
4,337,056
-342,938
2 3
4
5 6