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
2126
$11M ﹤0.01%
335,456
+234,332
2127
$10.9M ﹤0.01%
463,181
+125,768
2128
$10.9M ﹤0.01%
124,133
+44,137
2129
$10.9M ﹤0.01%
473,209
+122,301
2130
$10.9M ﹤0.01%
597,257
+40,255
2131
$10.9M ﹤0.01%
149,224
+32,112
2132
$10.9M ﹤0.01%
202,249
+104,710
2133
$10.9M ﹤0.01%
456,362
+193,510
2134
$10.9M ﹤0.01%
1,108,428
+132,543
2135
$10.9M ﹤0.01%
694,085
+267,034
2136
$10.9M ﹤0.01%
543,084
+146,776
2137
$10.9M ﹤0.01%
151,709
+44,183
2138
$10.9M ﹤0.01%
79,266
+53,575
2139
$10.8M ﹤0.01%
447,331
+201,748
2140
$10.8M ﹤0.01%
478,098
-284,457
2141
$10.8M ﹤0.01%
200,311
+70,845
2142
$10.8M ﹤0.01%
687,984
+294,717
2143
$10.8M ﹤0.01%
276,528
+28,091
2144
$10.8M ﹤0.01%
272,854
+20,495
2145
$10.8M ﹤0.01%
468,275
+106,168
2146
$10.8M ﹤0.01%
194,210
+11,841
2147
$10.8M ﹤0.01%
120,692
-46,803
2148
$10.7M ﹤0.01%
454,519
-1,043,607
2149
$10.7M ﹤0.01%
195,864
+96,316
2150
$10.7M ﹤0.01%
249,773
-7,352
84 85
86
87 88