Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
6,789
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$424M
3
+$403M
4
RAI
Reynolds American Inc
RAI
+$384M
5
XRT icon
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
1
$8.9B 2.91%
39,826,356
-11,241,534
2
$4.27B 1.4%
147,366,256
-46,206,044
3
$4.01B 1.31%
64,483,134
-320,104
4
$3.2B 1.05%
85,403,240
+8,388,060
5
$3.2B 1.05%
27,772,059
+1,793,724
6
$3.07B 1.01%
35,609,992
+598,300
7
$2.95B 0.97%
21,869,747
+1,879,429
8
$2.43B 0.8%
21,127,884
+1,440,608
9
$2.41B 0.79%
30,895,541
+1,521,635
10
$2.03B 0.67%
13,435,905
+1,340
11
$2.02B 0.66%
19,345,957
+675,342
12
$2.01B 0.66%
52,052,600
+6,792,860
13
$1.92B 0.63%
16,311,093
+3,742,974
14
$1.86B 0.61%
11,393,963
+2,600,245
15
$1.75B 0.57%
54,519,614
+4,679,972
16
$1.74B 0.57%
10,973,654
+245,518
17
$1.74B 0.57%
43,791,080
-4,443,580
18
$1.66B 0.54%
16,099,556
-232,814
19
$1.64B 0.54%
9,229,386
+445,727
20
$1.58B 0.52%
15,091,181
+746,552
21
$1.58B 0.52%
28,133,874
+6,851,116
22
$1.57B 0.51%
17,413,581
+303,413
23
$1.56B 0.51%
22,555,439
+5,835,725
24
$1.55B 0.51%
28,972,528
+1,241,029
25
$1.5B 0.49%
27,216,195
-3,660,928
1
2 3 4 5