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
1626
$17.8M 0.01%
221,754
+95,818
1627
$17.8M 0.01%
415,635
-129,673
1628
$17.8M 0.01%
1,257,831
+320,610
1629
$17.8M 0.01%
207,634
+78,965
1630
$17.7M 0.01%
1,649,190
+72,412
1631
$17.7M 0.01%
586,096
-2,443
1632
$17.7M 0.01%
1,076,295
+101,143
1633
$17.7M 0.01%
247,599
-10,573
1634
$17.7M 0.01%
353,753
-66,219
1635
$17.7M 0.01%
333,877
-183,856
1636
$17.6M 0.01%
441,272
+260,096
1637
$17.6M 0.01%
205,685
+99,130
1638
$17.6M 0.01%
1,412,814
-80,749
1639
$17.6M 0.01%
275,000
+50,000
1640
$17.6M 0.01%
186,623
+57,732
1641
$17.5M 0.01%
386,782
+122,007
1642
$17.5M 0.01%
691,908
+60,346
1643
$17.5M 0.01%
340,858
+39,371
1644
$17.5M 0.01%
1,280,479
-319,435
1645
$17.4M 0.01%
432,535
+280,981
1646
$17.4M 0.01%
276,920
+139,963
1647
$17.4M 0.01%
937,526
+40,498
1648
$17.3M 0.01%
566,030
+261,979
1649
$17.3M 0.01%
443,440
+33,580
1650
$17.3M 0.01%
376,289
-1,993
64 65
66
67 68