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
1851
$14.2M ﹤0.01%
359,370
+26,288
1852
$14.2M ﹤0.01%
365,749
+151,123
1853
$14.2M ﹤0.01%
355,646
+88,176
1854
$14.2M ﹤0.01%
1,683,895
+521,090
1855
$14.1M ﹤0.01%
334,480
+231,493
1856
$14.1M ﹤0.01%
324,097
-447,441
1857
$14.1M ﹤0.01%
217,322
+2,620
1858
$14.1M ﹤0.01%
795,931
-64,704
1859
$14.1M ﹤0.01%
555,984
+118,061
1860
$14.1M ﹤0.01%
491,858
+149,313
1861
$14.1M ﹤0.01%
658,460
-184,132
1862
$14.1M ﹤0.01%
1,393,355
+243,677
1863
$14.1M ﹤0.01%
224,732
-14,950
1864
$14.1M ﹤0.01%
369,873
+218,921
1865
$14M ﹤0.01%
208,432
-94,787
1866
$14M ﹤0.01%
689,267
+491,738
1867
$14M ﹤0.01%
1,576,169
+39,409
1868
$14M ﹤0.01%
207,761
+41,547
1869
$13.9M ﹤0.01%
217,880
-202,256
1870
$13.9M ﹤0.01%
289,536
+84,024
1871
$13.9M ﹤0.01%
443,731
+81,978
1872
$13.9M ﹤0.01%
270,853
+208,531
1873
$13.9M ﹤0.01%
318,004
-282,455
1874
$13.9M ﹤0.01%
441,337
+312,487
1875
$13.9M ﹤0.01%
556,521
+375,425
73 74
75
76 77