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
2101
$11.2M ﹤0.01%
994,258
-401,964
2102
$11.2M ﹤0.01%
407,694
-50,658
2103
$11.2M ﹤0.01%
368,523
+63,362
2104
$11.1M ﹤0.01%
763,980
+28,890
2105
$11.1M ﹤0.01%
671,844
+574,194
2106
$11.1M ﹤0.01%
847,699
+294,365
2107
$11.1M ﹤0.01%
1,222,999
-659,026
2108
$11.1M ﹤0.01%
207,366
+146,563
2109
$11.1M ﹤0.01%
140,057
+36,197
2110
$11.1M ﹤0.01%
361,622
+30,411
2111
$11.1M ﹤0.01%
473,334
-4,411
2112
$11.1M ﹤0.01%
126,407
-1,407
2113
$11.1M ﹤0.01%
1,224,320
+139,455
2114
$11.1M ﹤0.01%
1,101,152
+205,229
2115
$11.1M ﹤0.01%
1,462,850
+562,580
2116
$11.1M ﹤0.01%
194,201
+36,585
2117
$11M ﹤0.01%
299,825
-43,089
2118
$11M ﹤0.01%
144,124
+1,520
2119
$11M ﹤0.01%
222,257
-681,363
2120
$11M ﹤0.01%
437,824
+303,476
2121
$11M ﹤0.01%
332,971
+271,803
2122
$11M ﹤0.01%
397,119
+64,164
2123
$11M ﹤0.01%
245,116
+159,011
2124
$11M ﹤0.01%
330,569
+51,983
2125
$11M ﹤0.01%
413,475
-20,223
83 84
85
86 87