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
1551
$19.2M 0.01%
715,162
+215,762
1552
$19.1M 0.01%
1,243,547
+257,311
1553
$19.1M 0.01%
455,940
+94,001
1554
$19.1M 0.01%
231,739
+43,929
1555
$19.1M 0.01%
883,584
+46,931
1556
$19.1M 0.01%
953,355
+738,471
1557
$19.1M 0.01%
3,478,453
+1,798,999
1558
$19M 0.01%
610,428
-59,352
1559
$19M 0.01%
349,860
+94,077
1560
$19M 0.01%
236,738
+54
1561
$19M 0.01%
3,679,237
-1,472,490
1562
$19M 0.01%
124,701
-62,693
1563
$18.9M 0.01%
409,471
+290,740
1564
$18.9M 0.01%
702,747
+502,767
1565
$18.9M 0.01%
1,220,497
+86,970
1566
$18.9M 0.01%
1,854,813
-726,371
1567
$18.9M 0.01%
532,387
+294,597
1568
$18.9M 0.01%
714,337
+371,872
1569
$18.8M 0.01%
659,182
+349,500
1570
$18.8M 0.01%
229,597
+97,275
1571
$18.8M 0.01%
1,171,248
+754,716
1572
$18.7M 0.01%
152,407
+117,280
1573
$18.7M 0.01%
373,868
-147,902
1574
$18.7M 0.01%
698,077
-41,639
1575
$18.7M 0.01%
322,319
-144,475
61 62
63
64 65