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
2726
$6.24M ﹤0.01%
103,688
+12,002
2727
$6.24M ﹤0.01%
111,388
+32,302
2728
$6.23M ﹤0.01%
112,661
+71,556
2729
$6.19M ﹤0.01%
220,196
+41,292
2730
$6.18M ﹤0.01%
229,493
+143,742
2731
$6.18M ﹤0.01%
325,289
+4,144
2732
$6.17M ﹤0.01%
161,824
-7,284
2733
$6.17M ﹤0.01%
243,034
-21,618
2734
$6.16M ﹤0.01%
62,301
+31,389
2735
$6.15M ﹤0.01%
411,324
+383,489
2736
$6.14M ﹤0.01%
259,027
+67,796
2737
$6.14M ﹤0.01%
73,501
+55,103
2738
$6.13M ﹤0.01%
204,418
+137,018
2739
$6.13M ﹤0.01%
17,567
+9,535
2740
$6.13M ﹤0.01%
237,294
-39,558
2741
$6.12M ﹤0.01%
177,949
-633
2742
$6.12M ﹤0.01%
180,746
-59,750
2743
$6.11M ﹤0.01%
250,338
-35,554
2744
$6.11M ﹤0.01%
33,917
-2,347
2745
$6.09M ﹤0.01%
485,475
+208,433
2746
$6.08M ﹤0.01%
108,719
+53,411
2747
$6.08M ﹤0.01%
284,274
+126,201
2748
$6.08M ﹤0.01%
873,157
-55,090
2749
$6.06M ﹤0.01%
156,183
+15,517
2750
$6.05M ﹤0.01%
612,786
+249,083
108 109
110
111 112