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
1776
$15.2M 0.01%
397,600
+269,038
1777
$15.2M 0.01%
334,594
+193,007
1778
$15.2M 0.01%
646,734
+30,302
1779
$15.2M 0.01%
786,862
+457,610
1780
$15.2M 0.01%
193,150
+149,818
1781
$15.2M 0.01%
634,455
+303,229
1782
$15.1M 0.01%
171,682
-7,127
1783
$15.1M 0.01%
398,192
+245,378
1784
$15.1M 0.01%
255,063
+154,145
1785
$15.1M ﹤0.01%
138,122
+45,969
1786
$15.1M ﹤0.01%
937,684
-5,804
1787
$15.1M ﹤0.01%
443,602
+82,609
1788
$15.1M ﹤0.01%
994,860
-272,295
1789
$15.1M ﹤0.01%
671,358
+44,154
1790
$15.1M ﹤0.01%
1,690,228
+1,168,442
1791
$15.1M ﹤0.01%
309,912
-123,360
1792
$15M ﹤0.01%
295,707
-14,671
1793
$15M ﹤0.01%
544,682
-510,026
1794
$15M ﹤0.01%
1,307,379
+896,228
1795
$15M ﹤0.01%
1,976,510
-438,335
1796
$15M ﹤0.01%
759,726
+231,360
1797
$15M ﹤0.01%
816,444
+138,450
1798
$14.9M ﹤0.01%
481,137
-35,190
1799
$14.9M ﹤0.01%
435,204
+296,267
1800
$14.9M ﹤0.01%
531,844
+383,626
70 71
72
73 74