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
1026
$38.4M 0.01%
1,734,185
-159,429
1027
$38.3M 0.01%
892,257
+138,069
1028
$38.2M 0.01%
1,214,006
+322,184
1029
$38.2M 0.01%
259,867
+196,400
1030
$38.1M 0.01%
932,438
-1,014,314
1031
$38.1M 0.01%
779,362
+238,846
1032
$38.1M 0.01%
906,217
-1,438,195
1033
$38M 0.01%
1,529,745
+115,093
1034
$37.9M 0.01%
1,952,747
-239,842
1035
$37.9M 0.01%
445,311
-473,380
1036
$37.9M 0.01%
594,835
+10,051
1037
$37.9M 0.01%
568,102
+2,179
1038
$37.9M 0.01%
404,011
-220,471
1039
$37.8M 0.01%
2,010,239
+368,940
1040
$37.7M 0.01%
742,639
-667,919
1041
$37.5M 0.01%
892,252
-3,086,045
1042
$37.2M 0.01%
271,231
+72,122
1043
$37.2M 0.01%
782,071
+99,290
1044
$37.1M 0.01%
296,469
-33,583
1045
$37M 0.01%
1,507,873
+722,167
1046
$37M 0.01%
737,653
+461,606
1047
$37M 0.01%
1,266,477
-212,513
1048
$36.9M 0.01%
3,859,641
+78,091
1049
$36.9M 0.01%
574,696
-182,122
1050
$36.8M 0.01%
700,157
+392,833
40 41
42
43 44