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
2926
$5.09M ﹤0.01%
176,963
+6,002
2927
$5.08M ﹤0.01%
215,191
-30,675
2928
$5.07M ﹤0.01%
137,508
-8,514
2929
$5.07M ﹤0.01%
640,711
+239,932
2930
$5.07M ﹤0.01%
81,733
-165,414
2931
$5.07M ﹤0.01%
739,657
+623,056
2932
$5.06M ﹤0.01%
171,165
-168,160
2933
$5.05M ﹤0.01%
153,880
+123,467
2934
$5.05M ﹤0.01%
276,883
-298,700
2935
$5.04M ﹤0.01%
96,395
+6,885
2936
$5.04M ﹤0.01%
42,169
+1,442
2937
$5.03M ﹤0.01%
683,958
+577,463
2938
$5.03M ﹤0.01%
170,763
-12,696
2939
$5.03M ﹤0.01%
95,697
+27,320
2940
$5.02M ﹤0.01%
258,858
-16,223
2941
$5.02M ﹤0.01%
116,849
+9,264
2942
$5.01M ﹤0.01%
114,957
+92,355
2943
$5.01M ﹤0.01%
302,890
-85,940
2944
$5.01M ﹤0.01%
382,346
+228,833
2945
$5.01M ﹤0.01%
85,018
-69,498
2946
$5M ﹤0.01%
392,090
+116,850
2947
$5M ﹤0.01%
263,118
+156,631
2948
$5M ﹤0.01%
230,238
+98,742
2949
$5M ﹤0.01%
240,206
-3,796
2950
$4.99M ﹤0.01%
561,936
+37,512
116 117
118
119 120