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
1226
$28.4M 0.01%
736,990
+112,695
1227
$28.4M 0.01%
2,046,672
+1,741,377
1228
$28.4M 0.01%
599,618
+138,448
1229
$28.4M 0.01%
1,124,948
+491,325
1230
$28.3M 0.01%
2,313,922
-515,736
1231
$28.3M 0.01%
283,464
+49,941
1232
$28.2M 0.01%
845,499
+772,457
1233
$28M 0.01%
3,364,961
+627,966
1234
$28M 0.01%
437,442
+132,932
1235
$28M 0.01%
638,404
+183,858
1236
$28M 0.01%
74,106
+14,185
1237
$27.9M 0.01%
412,716
-96,212
1238
$27.9M 0.01%
1,867,548
-907,248
1239
$27.9M 0.01%
2,272,550
-524,234
1240
$27.8M 0.01%
581,738
+156,289
1241
$27.8M 0.01%
798,456
+86,878
1242
$27.7M 0.01%
354,264
+305,469
1243
$27.7M 0.01%
310,616
-301,039
1244
$27.5M 0.01%
308,293
+82,225
1245
$27.4M 0.01%
23,714
-1,051
1246
$27.4M 0.01%
2,126,673
+181,749
1247
$27.4M 0.01%
397,004
+325,240
1248
$27.4M 0.01%
542,371
+194,880
1249
$27.4M 0.01%
976,099
-4,272,228
1250
$27.4M 0.01%
2,617,508
-123,277
48 49
50
51 52