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
2601
$7.03M ﹤0.01%
531,102
+143,766
2602
$7.02M ﹤0.01%
109,857
+8,729
2603
$7.01M ﹤0.01%
336,114
+138,081
2604
$7M ﹤0.01%
619,015
+185,525
2605
$7M ﹤0.01%
510,603
-130,207
2606
$7M ﹤0.01%
784,500
+412,553
2607
$6.99M ﹤0.01%
+579,514
2608
$6.99M ﹤0.01%
159,764
-144,068
2609
$6.98M ﹤0.01%
388,552
-265,449
2610
$6.97M ﹤0.01%
63,479
+14,245
2611
$6.97M ﹤0.01%
221,580
+156,395
2612
$6.97M ﹤0.01%
298,410
-35,245
2613
$6.96M ﹤0.01%
710,810
+348,706
2614
$6.96M ﹤0.01%
574,949
+83,106
2615
$6.95M ﹤0.01%
365,189
-112,269
2616
$6.93M ﹤0.01%
156,999
-30,128
2617
$6.93M ﹤0.01%
184,992
+124,792
2618
$6.92M ﹤0.01%
160,654
+105,431
2619
$6.92M ﹤0.01%
316,360
-17,848
2620
$6.92M ﹤0.01%
105,350
+65,059
2621
$6.91M ﹤0.01%
41,545
-10,760
2622
$6.91M ﹤0.01%
336,630
+265,528
2623
$6.91M ﹤0.01%
156,672
+91,377
2624
$6.91M ﹤0.01%
59,478
+1,013
2625
$6.9M ﹤0.01%
403,175
-6,855
103 104
105
106 107