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
1926
$13.3M ﹤0.01%
319,335
-441,114
1927
$13.3M ﹤0.01%
191,359
+108,798
1928
$13.3M ﹤0.01%
973,104
+681,515
1929
$13.3M ﹤0.01%
566,887
+321,947
1930
$13.3M ﹤0.01%
1,035,101
-50,635
1931
$13.2M ﹤0.01%
1,188,879
+303,889
1932
$13.2M ﹤0.01%
149,163
+36,853
1933
$13.2M ﹤0.01%
731,646
-347
1934
$13.2M ﹤0.01%
285,887
+178,110
1935
$13.2M ﹤0.01%
339,891
+102,327
1936
$13.2M ﹤0.01%
937,244
+101,558
1937
$13.2M ﹤0.01%
813,359
+241,640
1938
$13.2M ﹤0.01%
966,643
+522,279
1939
$13.2M ﹤0.01%
172,857
+47,719
1940
$13.2M ﹤0.01%
1,338,582
+48,648
1941
$13.1M ﹤0.01%
674,937
-365,915
1942
$13.1M ﹤0.01%
439,149
-115,555
1943
$13.1M ﹤0.01%
636,005
+62,855
1944
$13.1M ﹤0.01%
224,375
+150,156
1945
$13.1M ﹤0.01%
172,204
+78,280
1946
$13.1M ﹤0.01%
615,564
-42,291
1947
$13.1M ﹤0.01%
203,610
+123,565
1948
$13M ﹤0.01%
838,305
+170,555
1949
$13M ﹤0.01%
440,515
-139,501
1950
$13M ﹤0.01%
365,590
-27,058
76 77
78
79 80