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
1901
$13.6M ﹤0.01%
259,376
-88,596
1902
$13.6M ﹤0.01%
513,808
+320,262
1903
$13.6M ﹤0.01%
962,907
-163,664
1904
$13.6M ﹤0.01%
450,791
-110,421
1905
$13.5M ﹤0.01%
333,234
+107,198
1906
$13.5M ﹤0.01%
860,252
+80,490
1907
$13.5M ﹤0.01%
202,789
+64,336
1908
$13.5M ﹤0.01%
278,722
+40,505
1909
$13.5M ﹤0.01%
219,441
+143,728
1910
$13.5M ﹤0.01%
158,144
+44,094
1911
$13.5M ﹤0.01%
534,016
+314,521
1912
$13.5M ﹤0.01%
192,341
+144,766
1913
$13.4M ﹤0.01%
818,745
+129,626
1914
$13.4M ﹤0.01%
214,592
+178,479
1915
$13.4M ﹤0.01%
1,076,629
-401,704
1916
$13.4M ﹤0.01%
341,206
-364,164
1917
$13.4M ﹤0.01%
417,642
+258,648
1918
$13.4M ﹤0.01%
496,242
+348,569
1919
$13.4M ﹤0.01%
170,410
+56,936
1920
$13.3M ﹤0.01%
2,599,390
-259,291
1921
$13.3M ﹤0.01%
280,006
-578,246
1922
$13.3M ﹤0.01%
552,155
-72,336
1923
$13.3M ﹤0.01%
971,902
+74,939
1924
$13.3M ﹤0.01%
1,001,020
-637,565
1925
$13.3M ﹤0.01%
477,052
+320,386
75 76
77
78 79