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
2976
$4.87M ﹤0.01%
135,911
+101,165
2977
$4.87M ﹤0.01%
294,130
+155,928
2978
$4.86M ﹤0.01%
165,242
+104,778
2979
$4.85M ﹤0.01%
407,813
-122,762
2980
$4.85M ﹤0.01%
86,440
+75,727
2981
$4.85M ﹤0.01%
7,794
-653
2982
$4.85M ﹤0.01%
433,630
-98,800
2983
$4.84M ﹤0.01%
231,634
-59,402
2984
$4.83M ﹤0.01%
348,974
+263,020
2985
$4.83M ﹤0.01%
176,844
-4,383
2986
$4.83M ﹤0.01%
154,678
+52,881
2987
$4.82M ﹤0.01%
117,013
-76,523
2988
$4.82M ﹤0.01%
127,201
+66,015
2989
$4.81M ﹤0.01%
177,875
+152,831
2990
$4.81M ﹤0.01%
274,956
-79,515
2991
$4.8M ﹤0.01%
284,325
+35,625
2992
$4.8M ﹤0.01%
+52,782
2993
$4.8M ﹤0.01%
77,274
+70,364
2994
$4.79M ﹤0.01%
197,903
+12,492
2995
$4.79M ﹤0.01%
174,298
-27,260
2996
$4.77M ﹤0.01%
63,259
-34,720
2997
$4.77M ﹤0.01%
252,384
-1,267
2998
$4.76M ﹤0.01%
297,276
-51,864
2999
$4.75M ﹤0.01%
+157,603
3000
$4.74M ﹤0.01%
99,868
+78,735
118 119
120
121 122