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
2026
$12.1M ﹤0.01%
338,414
+237,155
2027
$12M ﹤0.01%
296,516
-65,884
2028
$12M ﹤0.01%
776,150
+168,694
2029
$12M ﹤0.01%
367,842
+150,794
2030
$12M ﹤0.01%
386,110
+134,846
2031
$12M ﹤0.01%
998,868
-622,692
2032
$12M ﹤0.01%
900,853
+24,977
2033
$12M ﹤0.01%
1,649,894
+157,311
2034
$12M ﹤0.01%
155,843
+139,942
2035
$12M ﹤0.01%
1,057,119
-63,313
2036
$12M ﹤0.01%
1,440,398
+484,452
2037
$11.9M ﹤0.01%
307,135
+134,883
2038
$11.9M ﹤0.01%
479,954
-910,216
2039
$11.9M ﹤0.01%
188,340
+102,858
2040
$11.9M ﹤0.01%
259,134
+19,604
2041
$11.9M ﹤0.01%
301,311
+1,739
2042
$11.9M ﹤0.01%
276,694
+113,571
2043
$11.9M ﹤0.01%
475,987
+237,715
2044
$11.9M ﹤0.01%
164,967
-71,122
2045
$11.9M ﹤0.01%
555,260
+43,489
2046
$11.9M ﹤0.01%
737,808
+235,937
2047
$11.8M ﹤0.01%
657,767
+407,918
2048
$11.8M ﹤0.01%
185,556
+57,296
2049
$11.8M ﹤0.01%
344,682
+287,088
2050
$11.8M ﹤0.01%
888,270
+44,712
80 81
82
83 84