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
2151
$10.7M ﹤0.01%
344,228
+199,050
2152
$10.7M ﹤0.01%
320,712
-41,975
2153
$10.7M ﹤0.01%
131,473
+28,645
2154
$10.7M ﹤0.01%
588,451
-210,771
2155
$10.7M ﹤0.01%
80,536
-100,038
2156
$10.7M ﹤0.01%
340,371
+23,362
2157
$10.7M ﹤0.01%
154,767
+39,845
2158
$10.7M ﹤0.01%
486,850
-65,241
2159
$10.6M ﹤0.01%
927,197
+697,387
2160
$10.6M ﹤0.01%
419,031
+79,437
2161
$10.6M ﹤0.01%
520,452
+24,644
2162
$10.6M ﹤0.01%
185,490
+127,230
2163
$10.6M ﹤0.01%
313,517
+108,412
2164
$10.6M ﹤0.01%
2,205,238
-1,328,943
2165
$10.6M ﹤0.01%
408,765
+267,440
2166
$10.6M ﹤0.01%
251,525
-412,505
2167
$10.6M ﹤0.01%
662,221
+322,975
2168
$10.6M ﹤0.01%
952,984
+782,401
2169
$10.6M ﹤0.01%
231,673
+57,414
2170
$10.5M ﹤0.01%
457,268
+369,793
2171
$10.5M ﹤0.01%
539,078
+476,813
2172
$10.5M ﹤0.01%
1,029,459
-13,617
2173
$10.5M ﹤0.01%
577,443
-62,717
2174
$10.5M ﹤0.01%
187,684
+163,000
2175
$10.5M ﹤0.01%
151,098
+82,548
85 86
87
88 89