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
1101
$33.7M 0.01%
2,222,102
+223,462
1102
$33.7M 0.01%
889,671
-416,939
1103
$33.6M 0.01%
1,025,895
-156,677
1104
$33.6M 0.01%
198,552
-137,311
1105
$33.5M 0.01%
2,444,666
+15,629
1106
$33.5M 0.01%
2,377,609
-114,422
1107
$33.4M 0.01%
259,522
-186,373
1108
$33.4M 0.01%
448,998
+133,491
1109
$33.4M 0.01%
143,738
-1,199
1110
$33.3M 0.01%
4,375,097
-2,408,109
1111
$33.3M 0.01%
400,855
+208,219
1112
$33.3M 0.01%
1,280,360
-155,530
1113
$33.2M 0.01%
943,272
+247,982
1114
$33.2M 0.01%
373,220
+174,287
1115
$33.1M 0.01%
3,345,797
+992,342
1116
$33M 0.01%
1,161,689
-391,001
1117
$33M 0.01%
4,054,595
+15,442
1118
$33M 0.01%
1,013,103
+63,000
1119
$32.9M 0.01%
453,939
+22,738
1120
$32.9M 0.01%
842,894
+406,962
1121
$32.9M 0.01%
1,718,214
-304,884
1122
$32.9M 0.01%
721,984
+178,365
1123
$32.9M 0.01%
1,163,477
-312,417
1124
$32.8M 0.01%
394,370
+180,076
1125
$32.6M 0.01%
619,940
+55,527
43 44
45
46 47