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
2701
$6.41M ﹤0.01%
241,641
+40,239
2702
$6.4M ﹤0.01%
140,814
+25,344
2703
$6.4M ﹤0.01%
296,360
-42,637
2704
$6.39M ﹤0.01%
433,602
-426,836
2705
$6.38M ﹤0.01%
60,744
+54,392
2706
$6.38M ﹤0.01%
825,903
+147,395
2707
$6.38M ﹤0.01%
156,211
+126,382
2708
$6.37M ﹤0.01%
142,126
+108,493
2709
$6.37M ﹤0.01%
145,612
+131,942
2710
$6.37M ﹤0.01%
11,906
+7,765
2711
$6.35M ﹤0.01%
118,570
+88,240
2712
$6.34M ﹤0.01%
149,942
+117,070
2713
$6.34M ﹤0.01%
233,226
+7,276
2714
$6.34M ﹤0.01%
58,127
+25,223
2715
$6.33M ﹤0.01%
203,694
+157,212
2716
$6.33M ﹤0.01%
1,223,905
+40,244
2717
$6.31M ﹤0.01%
441,421
-85,296
2718
$6.3M ﹤0.01%
403,372
+164,257
2719
$6.3M ﹤0.01%
110,170
+101,499
2720
$6.3M ﹤0.01%
196,262
-172,319
2721
$6.3M ﹤0.01%
1,746
+918
2722
$6.29M ﹤0.01%
319,442
-17,932
2723
$6.28M ﹤0.01%
100,245
+36,132
2724
$6.25M ﹤0.01%
102,613
+39,377
2725
$6.25M ﹤0.01%
259,219
+41,943
107 108
109
110 111