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
2776
$5.93M ﹤0.01%
166,662
+147,775
2777
$5.93M ﹤0.01%
548,951
+221,809
2778
$5.92M ﹤0.01%
271,475
+167,944
2779
$5.92M ﹤0.01%
322,648
-23,491
2780
$5.91M ﹤0.01%
106,379
-13,053
2781
$5.91M ﹤0.01%
300,873
-56,371
2782
$5.9M ﹤0.01%
306,256
+2,607
2783
$5.87M ﹤0.01%
138,084
-32,930
2784
$5.86M ﹤0.01%
410,008
+358,474
2785
$5.86M ﹤0.01%
43,047
-1,103
2786
$5.86M ﹤0.01%
164,370
+30,470
2787
$5.85M ﹤0.01%
788,745
-187,385
2788
$5.85M ﹤0.01%
135,806
+104,471
2789
$5.85M ﹤0.01%
70,219
+19,813
2790
$5.85M ﹤0.01%
415,172
-134,716
2791
$5.84M ﹤0.01%
283,814
-31,546
2792
$5.84M ﹤0.01%
400,683
+154,407
2793
$5.83M ﹤0.01%
77,569
-9,810
2794
$5.83M ﹤0.01%
404,188
+75,116
2795
$5.83M ﹤0.01%
565,625
+544,516
2796
$5.83M ﹤0.01%
2,749,068
+1,479,287
2797
$5.83M ﹤0.01%
1,311,817
+29,057
2798
$5.8M ﹤0.01%
311,154
-4,214,129
2799
$5.8M ﹤0.01%
157,780
-297,340
2800
$5.8M ﹤0.01%
372,748
+244,611
110 111
112
113 114