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
1526
$19.7M 0.01%
891,648
+626,870
1527
$19.7M 0.01%
468,681
-45,171
1528
$19.6M 0.01%
327,154
+18,009
1529
$19.6M 0.01%
1,099,738
+549,237
1530
$19.6M 0.01%
535,151
+232,327
1531
$19.5M 0.01%
1,466,312
+210,546
1532
$19.5M 0.01%
413,653
-383,294
1533
$19.5M 0.01%
767,740
+130,973
1534
$19.5M 0.01%
6,930,012
+2,928,021
1535
$19.4M 0.01%
316,203
+147,315
1536
$19.4M 0.01%
341,063
+231,154
1537
$19.4M 0.01%
302,924
-7,093
1538
$19.4M 0.01%
848,815
+154,349
1539
$19.3M 0.01%
112,919
-98,652
1540
$19.3M 0.01%
159,355
+28,521
1541
$19.3M 0.01%
1,049,523
+279,635
1542
$19.3M 0.01%
228,635
+57,556
1543
$19.3M 0.01%
3,385,772
+268,169
1544
$19.3M 0.01%
271,027
-135,493
1545
$19.2M 0.01%
341,660
+86,892
1546
$19.2M 0.01%
405,550
+41,054
1547
$19.2M 0.01%
367,070
+45,383
1548
$19.2M 0.01%
336,706
+237,491
1549
$19.2M 0.01%
962,507
+86,059
1550
$19.2M 0.01%
1,822,892
+455,491
60 61
62
63 64