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
1176
$30.4M 0.01%
1,111,066
-2,373,347
1177
$30.4M 0.01%
1,999,285
+1,049,216
1178
$30.3M 0.01%
1,149,505
-16,174
1179
$30.3M 0.01%
256,385
-200,139
1180
$30.3M 0.01%
717,039
+43,143
1181
$30.3M 0.01%
1,592,763
-1,134,345
1182
$30.2M 0.01%
1,184,792
+79,823
1183
$30.2M 0.01%
477,151
+309,176
1184
$30.1M 0.01%
1,359,883
+129,689
1185
$30.1M 0.01%
322,011
-203,358
1186
$30M 0.01%
432,182
+277,126
1187
$30M 0.01%
1,428,374
+489,174
1188
$29.8M 0.01%
511,169
-93,191
1189
$29.8M 0.01%
616,914
+107,376
1190
$29.7M 0.01%
2,364,319
+236,342
1191
$29.7M 0.01%
628,776
+119,012
1192
$29.7M 0.01%
1,399,460
+370,948
1193
$29.6M 0.01%
2,621,048
-993,706
1194
$29.5M 0.01%
1,743,600
+213,173
1195
$29.5M 0.01%
527,337
+164,496
1196
$29.5M 0.01%
1,947,888
+1,486,847
1197
$29.5M 0.01%
2,165,841
-367,962
1198
$29.3M 0.01%
4,234,640
+1,072,960
1199
$29.3M 0.01%
674,692
+462,633
1200
$29.3M 0.01%
1,827,124
-71,878
46 47
48
49 50