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
1051
$36.8M 0.01%
2,335,480
-109,150
1052
$36.8M 0.01%
1,924,709
-225,787
1053
$36.7M 0.01%
1,160,972
-2,244,046
1054
$36.6M 0.01%
6,081,690
+3,150,030
1055
$36.6M 0.01%
1,294,348
-187,998
1056
$36.5M 0.01%
1,235,305
+330,730
1057
$36.5M 0.01%
1,638,191
+69,799
1058
$36.5M 0.01%
1,626,463
-272,334
1059
$36.4M 0.01%
681,936
-98,330
1060
$36.4M 0.01%
1,454,629
+595,440
1061
$36.3M 0.01%
2,970,504
+94,320
1062
$36.2M 0.01%
367,577
+214,149
1063
$36.1M 0.01%
473,001
-2,654
1064
$36.1M 0.01%
1,504,328
+593,326
1065
$36.1M 0.01%
670,871
+392,561
1066
$35.8M 0.01%
3,815,759
-56,660
1067
$35.7M 0.01%
692,687
-215,718
1068
$35.7M 0.01%
741,031
+378,520
1069
$35.7M 0.01%
2,161,136
+154,798
1070
$35.6M 0.01%
3,826,132
+297,228
1071
$35.6M 0.01%
926,628
-87,263
1072
$35.5M 0.01%
1,519,837
+649,192
1073
$35.5M 0.01%
2,501,922
+226
1074
$35.3M 0.01%
29,958
-1,515
1075
$35.3M 0.01%
761,415
-49,589
41 42
43
44 45