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
2826
$5.59M ﹤0.01%
210,766
-214,698
2827
$5.58M ﹤0.01%
269,187
-8,613
2828
$5.58M ﹤0.01%
713,890
+92,437
2829
$5.58M ﹤0.01%
166,916
+155,393
2830
$5.58M ﹤0.01%
230,910
+51,700
2831
$5.57M ﹤0.01%
225,052
-22,799
2832
$5.57M ﹤0.01%
399,175
+41,149
2833
$5.56M ﹤0.01%
142,604
+15,772
2834
$5.56M ﹤0.01%
96,503
+13,986
2835
$5.55M ﹤0.01%
152,792
-5,810
2836
$5.55M ﹤0.01%
106,538
-114,753
2837
$5.54M ﹤0.01%
258,523
+4,645
2838
$5.54M ﹤0.01%
54,755
+47,628
2839
$5.54M ﹤0.01%
191,984
-25,696
2840
$5.51M ﹤0.01%
420,211
-12,007
2841
$5.51M ﹤0.01%
232,611
+72,920
2842
$5.5M ﹤0.01%
229,374
+156,120
2843
$5.5M ﹤0.01%
128,563
+113,081
2844
$5.49M ﹤0.01%
159,149
+75,566
2845
$5.49M ﹤0.01%
857,203
-99,874
2846
$5.49M ﹤0.01%
217,333
+36,714
2847
$5.48M ﹤0.01%
191,412
+12,504
2848
$5.48M ﹤0.01%
514,515
-65,749
2849
$5.48M ﹤0.01%
340,389
+201,830
2850
$5.48M ﹤0.01%
115,613
-46,089
112 113
114
115 116