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
1301
$25.9M 0.01%
1,082,928
-595,533
1302
$25.8M 0.01%
337,073
+176,097
1303
$25.8M 0.01%
3,212,948
+126,211
1304
$25.8M 0.01%
3,737,180
+102,407
1305
$25.7M 0.01%
2,372,680
+479,080
1306
$25.7M 0.01%
1,181,416
+408,009
1307
$25.7M 0.01%
1,299,458
-83,073
1308
$25.7M 0.01%
2,212,661
+817,749
1309
$25.7M 0.01%
1,052,653
+710,967
1310
$25.7M 0.01%
441,837
+24,463
1311
$25.6M 0.01%
148,991
+24,325
1312
$25.6M 0.01%
2,034,142
+648,834
1313
$25.5M 0.01%
205,312
+89,838
1314
$25.4M 0.01%
41,819
+767
1315
$25.4M 0.01%
538,152
+201,180
1316
$25.3M 0.01%
307,807
-23,544
1317
$25.3M 0.01%
1,616,012
-2,946,596
1318
$25.3M 0.01%
851,556
+277,328
1319
$25.3M 0.01%
414,506
-448,552
1320
$25.2M 0.01%
710,533
+115,416
1321
$25.2M 0.01%
941,245
+47,238
1322
$25.2M 0.01%
1,401,601
-319,969
1323
$25.2M 0.01%
1,120,962
+866,047
1324
$25.1M 0.01%
542,247
-31,120
1325
$25.1M 0.01%
596,134
+36,360
51 52
53
54 55