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
2076
$11.5M ﹤0.01%
177,934
+31,717
2077
$11.5M ﹤0.01%
209,162
+85,805
2078
$11.5M ﹤0.01%
2,313,443
-327,122
2079
$11.4M ﹤0.01%
26,992
+6,335
2080
$11.4M ﹤0.01%
154,108
+105,845
2081
$11.4M ﹤0.01%
461,976
+15,435
2082
$11.4M ﹤0.01%
228,539
-52,737
2083
$11.4M ﹤0.01%
294,559
+231,246
2084
$11.4M ﹤0.01%
255,670
-678,763
2085
$11.4M ﹤0.01%
1,514,463
-425,280
2086
$11.4M ﹤0.01%
473,581
+85,628
2087
$11.3M ﹤0.01%
156,008
+115,052
2088
$11.3M ﹤0.01%
752,099
-26,247
2089
$11.3M ﹤0.01%
172,823
-11,463
2090
$11.3M ﹤0.01%
147,470
+47,461
2091
$11.3M ﹤0.01%
31,837
+29,880
2092
$11.3M ﹤0.01%
80,212
+53,735
2093
$11.3M ﹤0.01%
216,724
+20,212
2094
$11.3M ﹤0.01%
279,475
+208,215
2095
$11.3M ﹤0.01%
646,813
+476,817
2096
$11.2M ﹤0.01%
378,398
-67,334
2097
$11.2M ﹤0.01%
875,838
+18,980
2098
$11.2M ﹤0.01%
168,797
+141,903
2099
$11.2M ﹤0.01%
357,707
-41,438
2100
$11.2M ﹤0.01%
282,194
+95,430
82 83
84
85 86