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
1451
$21.2M 0.01%
1,423,268
+176,126
1452
$21.2M 0.01%
521,067
+250,207
1453
$21.2M 0.01%
1,195,345
-51,099
1454
$21.2M 0.01%
482,013
-324,692
1455
$21.2M 0.01%
619,058
-34,285
1456
$21.2M 0.01%
501,955
+82,251
1457
$21.2M 0.01%
647,539
+206,064
1458
$21.1M 0.01%
244,829
+79,516
1459
$21.1M 0.01%
4,220,689
-12,493
1460
$21M 0.01%
479,896
+289,157
1461
$21M 0.01%
374,318
+232,045
1462
$21M 0.01%
1,457,566
+230,068
1463
$21M 0.01%
93,851
-30,586
1464
$20.9M 0.01%
300,525
+65,852
1465
$20.9M 0.01%
1,104,665
+36,902
1466
$20.9M 0.01%
206,944
+166,222
1467
$20.9M 0.01%
2,574,686
+49,650
1468
$20.8M 0.01%
1,754,288
+93,162
1469
$20.8M 0.01%
250,641
+111,854
1470
$20.8M 0.01%
369,322
-181,428
1471
$20.8M 0.01%
596,203
+7,034
1472
$20.8M 0.01%
458,065
+303,758
1473
$20.8M 0.01%
876,022
-266,082
1474
$20.8M 0.01%
300,093
+214,915
1475
$20.7M 0.01%
1,016,257
-683,420
57 58
59
60 61