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
2176
$10.5M ﹤0.01%
236,725
-35,521
2177
$10.5M ﹤0.01%
160,714
+144,137
2178
$10.5M ﹤0.01%
865,341
+256,605
2179
$10.5M ﹤0.01%
536,396
-137,622
2180
$10.4M ﹤0.01%
370,418
+61,219
2181
$10.4M ﹤0.01%
110,739
-400
2182
$10.4M ﹤0.01%
650,717
-71,548
2183
$10.4M ﹤0.01%
150,430
+113,822
2184
$10.4M ﹤0.01%
110,412
+42,991
2185
$10.4M ﹤0.01%
158,703
-28,264
2186
$10.4M ﹤0.01%
220,808
+91,186
2187
$10.4M ﹤0.01%
481,131
+467,002
2188
$10.3M ﹤0.01%
176,110
+19,012
2189
$10.3M ﹤0.01%
912,761
+83,199
2190
$10.3M ﹤0.01%
415,000
+44,727
2191
$10.3M ﹤0.01%
431,458
+146,412
2192
$10.3M ﹤0.01%
268,774
+165,649
2193
$10.3M ﹤0.01%
952,519
+513,557
2194
$10.3M ﹤0.01%
571,957
-59,639
2195
$10.3M ﹤0.01%
444,661
+68,736
2196
$10.3M ﹤0.01%
420,862
-1,000,582
2197
$10.3M ﹤0.01%
279,596
+1,707
2198
$10.3M ﹤0.01%
299,422
-63,547
2199
$10.3M ﹤0.01%
+604,530
2200
$10.3M ﹤0.01%
324,922
+95,581
86 87
88
89 90