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
2751
$6.05M ﹤0.01%
85,937
+75,327
2752
$6.05M ﹤0.01%
152,873
+74,113
2753
$6.05M ﹤0.01%
386,143
-31,604
2754
$6.05M ﹤0.01%
45,350
+40,203
2755
$6.03M ﹤0.01%
912,440
+682,257
2756
$6.03M ﹤0.01%
154,269
+121,198
2757
$6.03M ﹤0.01%
811,341
-134,436
2758
$6.03M ﹤0.01%
623,115
+115,049
2759
$6.03M ﹤0.01%
380,975
-14,574
2760
$6.03M ﹤0.01%
425,263
+289,851
2761
$6.03M ﹤0.01%
127,251
+83,574
2762
$6.02M ﹤0.01%
81,665
+62,631
2763
$6.02M ﹤0.01%
385,539
-1,368
2764
$6.01M ﹤0.01%
229,135
+65,529
2765
$6M ﹤0.01%
175,043
+41,060
2766
$6M ﹤0.01%
77,234
+1,263
2767
$6M ﹤0.01%
208,401
-14,458
2768
$6M ﹤0.01%
382,343
+126,602
2769
$6M ﹤0.01%
139,211
+119,525
2770
$5.98M ﹤0.01%
433,898
+316,206
2771
$5.98M ﹤0.01%
686,824
-246,954
2772
$5.97M ﹤0.01%
642,031
+119,453
2773
$5.97M ﹤0.01%
46,666
+35,523
2774
$5.97M ﹤0.01%
247,931
+31,839
2775
$5.97M ﹤0.01%
1,982,091
+1,425,793
109 110
111
112 113