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
1201
$29.3M 0.01%
81,978
-33,785
1202
$29.3M 0.01%
844,479
-601,435
1203
$29.2M 0.01%
3,185,643
+92,935
1204
$29.2M 0.01%
614,335
-379,151
1205
$29.2M 0.01%
2,900,634
-325,510
1206
$29.2M 0.01%
1,266,720
+24,410
1207
$29.1M 0.01%
3,126,973
-93,669
1208
$29M 0.01%
1,936,872
-164,875
1209
$29M 0.01%
975,590
+261,888
1210
$29M 0.01%
981,652
+593,301
1211
$29M 0.01%
1,244,520
-48,468
1212
$28.9M 0.01%
962,692
+27,691
1213
$28.9M 0.01%
639,071
+559,183
1214
$28.9M 0.01%
1,906,738
+891,687
1215
$28.8M 0.01%
916,024
-373,330
1216
$28.8M 0.01%
551,628
+281,230
1217
$28.6M 0.01%
256,361
+19,205
1218
$28.6M 0.01%
782,039
+636,764
1219
$28.6M 0.01%
624,079
-355,677
1220
$28.6M 0.01%
+3,371,517
1221
$28.6M 0.01%
293,663
-2,094
1222
$28.5M 0.01%
638,898
+424,526
1223
$28.5M 0.01%
1,407,647
-329,695
1224
$28.5M 0.01%
1,786,540
-55,094
1225
$28.5M 0.01%
3,135,526
-107,271
47 48
49
50 51