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
2626
$6.9M ﹤0.01%
413,091
+283,535
2627
$6.89M ﹤0.01%
567,200
+174,591
2628
$6.87M ﹤0.01%
139,589
+102,465
2629
$6.84M ﹤0.01%
97,139
+20,016
2630
$6.83M ﹤0.01%
102,746
+39,981
2631
$6.83M ﹤0.01%
354,400
+337,583
2632
$6.83M ﹤0.01%
1,011,039
+527,976
2633
$6.81M ﹤0.01%
684,319
-92,268
2634
$6.81M ﹤0.01%
132,536
+55,421
2635
$6.8M ﹤0.01%
225,065
+111,585
2636
$6.79M ﹤0.01%
366,228
+167,359
2637
$6.78M ﹤0.01%
612,339
+472,590
2638
$6.76M ﹤0.01%
1,199,004
+330,568
2639
$6.76M ﹤0.01%
287,745
+55,210
2640
$6.75M ﹤0.01%
615,594
+311,673
2641
$6.74M ﹤0.01%
506,790
-298,050
2642
$6.74M ﹤0.01%
150,819
+55,455
2643
$6.74M ﹤0.01%
21,708
+30
2644
$6.73M ﹤0.01%
72,520
+64,034
2645
$6.73M ﹤0.01%
1,110,269
-664
2646
$6.72M ﹤0.01%
328,611
+92,181
2647
$6.72M ﹤0.01%
986,380
-24,489,224
2648
$6.71M ﹤0.01%
529,093
+82,091
2649
$6.71M ﹤0.01%
238,904
-82,167
2650
$6.7M ﹤0.01%
221,314
+1,349
104 105
106
107 108