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
1151
$31.5M 0.01%
1,284,596
+115,522
1152
$31.5M 0.01%
774,136
+67,096
1153
$31.5M 0.01%
2,141,604
+846,000
1154
$31.4M 0.01%
171,665
+78,999
1155
$31.4M 0.01%
1,400,687
+100,830
1156
$31.3M 0.01%
1,133,394
+302,988
1157
$31.3M 0.01%
624,225
+152,179
1158
$31.3M 0.01%
2,542,100
+1,073,878
1159
$31.3M 0.01%
1,651,019
+737,997
1160
$31.1M 0.01%
673,984
+235,376
1161
$31.1M 0.01%
517,407
+174,655
1162
$31M 0.01%
841,413
+454,154
1163
$31M 0.01%
613,078
+334,404
1164
$30.9M 0.01%
769,761
-8,356
1165
$30.9M 0.01%
702,061
+184,935
1166
$30.9M 0.01%
2,254,216
+403,753
1167
$30.8M 0.01%
435,439
+296,476
1168
$30.8M 0.01%
2,086,386
+987,921
1169
$30.7M 0.01%
370,974
-31,668
1170
$30.6M 0.01%
589,406
+5,157
1171
$30.6M 0.01%
913,662
+538,336
1172
$30.6M 0.01%
1,968,614
+8,863
1173
$30.5M 0.01%
2,091,737
+167,389
1174
$30.5M 0.01%
1,145,404
+145,665
1175
$30.4M 0.01%
812,184
-28,228
45 46
47
48 49