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
1476
$20.7M 0.01%
132,463
-146,035
1477
$20.7M 0.01%
431,017
-15,373
1478
$20.7M 0.01%
577,228
+312,922
1479
$20.6M 0.01%
476,556
+304,903
1480
$20.6M 0.01%
+352,218
1481
$20.6M 0.01%
1,628,348
-775,321
1482
$20.6M 0.01%
1,330,476
-32,691
1483
$20.6M 0.01%
3,258,172
+320,660
1484
$20.5M 0.01%
1,298,479
+825,573
1485
$20.5M 0.01%
564,510
+45,663
1486
$20.5M 0.01%
278,408
-447,413
1487
$20.5M 0.01%
309,142
-127,865
1488
$20.5M 0.01%
4,416,715
-1,614,946
1489
$20.5M 0.01%
338,478
-15,736
1490
$20.5M 0.01%
2,923,720
-408,555
1491
$20.5M 0.01%
308,016
-65,035
1492
$20.4M 0.01%
489,762
+332,135
1493
$20.4M 0.01%
642,206
+1,406
1494
$20.4M 0.01%
150,066
+9,503
1495
$20.4M 0.01%
612,108
-4,127,850
1496
$20.4M 0.01%
565,054
-19,583
1497
$20.4M 0.01%
149,475
-43,848
1498
$20.4M 0.01%
275,919
+120,234
1499
$20.4M 0.01%
597,044
-82,235
1500
$20.3M 0.01%
960,695
+145,459
58 59
60
61 62