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
151
$425M 0.14%
35,063,120
+393,412
152
$418M 0.14%
5,051,855
-565,303
153
$417M 0.14%
2,352,661
-335,039
154
$414M 0.14%
4,906,931
+435,457
155
$414M 0.14%
14,428,324
-922,466
156
$407M 0.13%
16,278,955
+3,163,816
157
$406M 0.13%
8,462,453
+696,815
158
$405M 0.13%
4,576,773
+509,739
159
$404M 0.13%
8,023,284
+1,298,218
160
$400M 0.13%
11,432,712
-6,218,307
161
$395M 0.13%
4,464,543
+277,760
162
$391M 0.13%
2,475,209
+12,575
163
$385M 0.13%
4,489,584
+327,046
164
$384M 0.13%
8,490,864
-2,097,699
165
$384M 0.13%
5,259,694
+1,828,175
166
$384M 0.13%
4,713,035
+178,237
167
$383M 0.13%
7,136,261
+2,050,555
168
$377M 0.12%
5,513,910
+794,672
169
$374M 0.12%
3,543,345
+521,195
170
$373M 0.12%
3,083,385
+1,285,779
171
$372M 0.12%
6,981,596
-1,899,646
172
$371M 0.12%
4,333,898
+326,591
173
$369M 0.12%
9,599,449
-1,211,668
174
$366M 0.12%
3,171,081
-248,648
175
$360M 0.12%
3,029,422
+510,426
5 6
7
8 9