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
1651
$17.3M 0.01%
943,295
-1,541,995
1652
$17.2M 0.01%
290,351
+153,199
1653
$17.2M 0.01%
350,589
+112,185
1654
$17.2M 0.01%
907,098
+556,367
1655
$17.2M 0.01%
243,119
+87,030
1656
$17.2M 0.01%
140,416
+40,041
1657
$17.1M 0.01%
697,118
+7,331
1658
$17.1M 0.01%
142,536
-45,063
1659
$17.1M 0.01%
278,709
+175,547
1660
$17.1M 0.01%
635,429
+400,377
1661
$17.1M 0.01%
1,448,988
-121,898
1662
$17M 0.01%
2,040,429
-552,166
1663
$17M 0.01%
1,156,253
+299,488
1664
$17M 0.01%
1,170,972
+102,975
1665
$17M 0.01%
665,852
+6,135
1666
$17M 0.01%
420,844
-44,559
1667
$17M 0.01%
78,557
+21,703
1668
$17M 0.01%
1,107,617
+14,315
1669
$16.9M 0.01%
480,100
+252,150
1670
$16.9M 0.01%
812,660
-851,211
1671
$16.9M 0.01%
1,890,815
+265,436
1672
$16.9M 0.01%
261,087
+23,693
1673
$16.9M 0.01%
196,690
+24,762
1674
$16.9M 0.01%
373,446
+16,615
1675
$16.9M 0.01%
596,834
-644,084
65 66
67
68 69