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
1701
$16.5M 0.01%
292,705
+100,310
1702
$16.5M 0.01%
4,322,829
+1,756,546
1703
$16.5M 0.01%
396,276
+299,182
1704
$16.4M 0.01%
2,715,888
-124,832
1705
$16.4M 0.01%
406,293
-73,973
1706
$16.4M 0.01%
193,528
+113,449
1707
$16.4M 0.01%
681,419
-96,523
1708
$16.4M 0.01%
2,975,079
-340,020
1709
$16.3M 0.01%
485,146
+305,223
1710
$16.3M 0.01%
541,941
+303,853
1711
$16.3M 0.01%
646,933
-144,795
1712
$16.3M 0.01%
3,335,838
-914,120
1713
$16.3M 0.01%
707,129
+252,445
1714
$16.2M 0.01%
523,539
-164,601
1715
$16.2M 0.01%
1,880,655
+435,445
1716
$16.2M 0.01%
675,034
-380,486
1717
$16.2M 0.01%
273,623
-177,223
1718
$16.2M 0.01%
332,581
-63,429
1719
$16.2M 0.01%
940,420
+79,480
1720
$16.2M 0.01%
240,731
+178,585
1721
$16.2M 0.01%
218,928
+87,976
1722
$16.2M 0.01%
259,766
+25,078
1723
$16.2M 0.01%
2,457,626
-28,866
1724
$16.1M 0.01%
1,141,833
-703,933
1725
$16.1M 0.01%
419,498
-13,958