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
1726
$16.1M 0.01%
1,879,301
+552,552
1727
$16.1M 0.01%
1,114,351
+26,430
1728
$16.1M 0.01%
1,467,194
+543,421
1729
$16M 0.01%
1,737,228
+920,928
1730
$16M 0.01%
+596,161
1731
$16M 0.01%
339,519
+267,757
1732
$16M 0.01%
522,096
+393,207
1733
$16M 0.01%
991,968
+323,656
1734
$16M 0.01%
630,198
+75,996
1735
$16M 0.01%
1,952,287
-7,156,034
1736
$16M 0.01%
386,887
-16,450
1737
$16M 0.01%
258,133
+181,693
1738
$15.9M 0.01%
226,965
+128,252
1739
$15.9M 0.01%
223,384
+30,486
1740
$15.9M 0.01%
1,695,609
-118,612
1741
$15.9M 0.01%
802,917
-7,481
1742
$15.9M 0.01%
16,383
-6,240
1743
$15.9M 0.01%
126,164
+49,385
1744
$15.8M 0.01%
284,058
+213,290
1745
$15.8M 0.01%
495,964
+332,361
1746
$15.8M 0.01%
292,261
-60,393
1747
$15.8M 0.01%
170,353
-155,782
1748
$15.7M 0.01%
141,361
+24,034
1749
$15.7M 0.01%
413,267
+40,418
1750
$15.7M 0.01%
1,218,555
+277,115
68 69
70
71 72