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
1126
$32.5M 0.01%
1,136,637
+458,814
1127
$32.5M 0.01%
1,271,382
+264,607
1128
$32.5M 0.01%
871,700
-440,218
1129
$32.4M 0.01%
718,081
+11,053
1130
$32.3M 0.01%
646,666
+342,835
1131
$32.3M 0.01%
539,460
+475,333
1132
$32.2M 0.01%
462,375
-400,116
1133
$32.2M 0.01%
2,015,427
+27,759
1134
$32.2M 0.01%
548,348
-17,558
1135
$32.1M 0.01%
1,243,468
+902
1136
$32.1M 0.01%
387,077
-176,386
1137
$32.1M 0.01%
1,279,575
-2,277,760
1138
$32M 0.01%
1,251,251
+523,888
1139
$32M 0.01%
778,136
-1,487,319
1140
$31.9M 0.01%
6,079,357
+2,656,590
1141
$31.9M 0.01%
1,625,114
+24,648
1142
$31.9M 0.01%
700,022
-135,826
1143
$31.8M 0.01%
2,938,602
+294,253
1144
$31.7M 0.01%
1,221,573
-188,542
1145
$31.7M 0.01%
677,555
+100,583
1146
$31.7M 0.01%
781,210
-20,781
1147
$31.7M 0.01%
341,741
+171,505
1148
$31.6M 0.01%
919,576
-199,181
1149
$31.6M 0.01%
769,594
+236,944
1150
$31.6M 0.01%
2,231,201
-420,932
44 45
46
47 48