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
2951
$4.99M ﹤0.01%
101,459
+4,568
2952
$4.98M ﹤0.01%
97,593
+76,016
2953
$4.98M ﹤0.01%
169,905
+100,351
2954
$4.97M ﹤0.01%
389,329
-109,933
2955
$4.96M ﹤0.01%
164,708
+141,088
2956
$4.96M ﹤0.01%
150,942
+65,412
2957
$4.95M ﹤0.01%
120,983
-320,879
2958
$4.94M ﹤0.01%
381,020
-39,168
2959
$4.93M ﹤0.01%
253,610
+91,165
2960
$4.92M ﹤0.01%
220,081
+68,281
2961
$4.91M ﹤0.01%
481,532
-46,535
2962
$4.91M ﹤0.01%
256,390
+147,598
2963
$4.91M ﹤0.01%
323,087
+7,589
2964
$4.9M ﹤0.01%
169,599
-20,882
2965
$4.89M ﹤0.01%
145,218
-52,956
2966
$4.89M ﹤0.01%
125,291
2967
$4.89M ﹤0.01%
66,961
-33,047
2968
$4.89M ﹤0.01%
401,040
-211,450
2969
$4.88M ﹤0.01%
1,179,622
-87,048
2970
$4.88M ﹤0.01%
22,684
-940
2971
$4.88M ﹤0.01%
911,743
+112,720
2972
$4.88M ﹤0.01%
352,106
+135,539
2973
$4.88M ﹤0.01%
281,079
+131,696
2974
$4.88M ﹤0.01%
137,784
+118,262
2975
$4.87M ﹤0.01%
92,316
+35,048
117 118
119
120 121