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
1326
$25.1M 0.01%
516,792
+1,131
1327
$25M 0.01%
685,731
+13,337
1328
$25M 0.01%
1,726,424
-24,003
1329
$25M 0.01%
947,129
-113,281
1330
$24.9M 0.01%
719,944
-374,182
1331
$24.9M 0.01%
422,905
-266,684
1332
$24.8M 0.01%
524,475
+45,843
1333
$24.8M 0.01%
1,224,845
+935,950
1334
$24.7M 0.01%
585,238
-121,835
1335
$24.7M 0.01%
1,943,766
+416,507
1336
$24.7M 0.01%
1,047,684
-717,172
1337
$24.7M 0.01%
482,996
-4,714
1338
$24.6M 0.01%
798,109
+263,197
1339
$24.5M 0.01%
453,231
-119,556
1340
$24.5M 0.01%
1,520,225
+353,095
1341
$24.5M 0.01%
984,933
+66,490
1342
$24.5M 0.01%
408,525
+239,604
1343
$24.5M 0.01%
714,724
-981
1344
$24.4M 0.01%
807,570
+658,457
1345
$24.4M 0.01%
1,155,701
+101,745
1346
$24.3M 0.01%
1,630,463
+872,566
1347
$24.3M 0.01%
573,142
-304,734
1348
$24.2M 0.01%
881,364
+275,755
1349
$24.2M 0.01%
864,884
-411,986
1350
$24.1M 0.01%
1,176,624
+942,784
52 53
54
55 56