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
3001
$4.74M ﹤0.01%
97,365
+71,870
3002
$4.74M ﹤0.01%
558,525
+19,716
3003
$4.74M ﹤0.01%
192,165
-120,885
3004
$4.73M ﹤0.01%
206,622
+50,035
3005
$4.73M ﹤0.01%
58,484
+45,959
3006
$4.72M ﹤0.01%
413,200
+10,572
3007
$4.72M ﹤0.01%
135,006
+13,598
3008
$4.72M ﹤0.01%
197,261
-15,501
3009
$4.71M ﹤0.01%
245,543
+64,221
3010
$4.71M ﹤0.01%
190,604
+137,353
3011
$4.71M ﹤0.01%
205,360
+29,468
3012
$4.71M ﹤0.01%
550,415
-51,301
3013
$4.7M ﹤0.01%
43,259
-8,672
3014
$4.69M ﹤0.01%
174,494
+8,121
3015
$4.68M ﹤0.01%
127,666
+65,145
3016
$4.68M ﹤0.01%
1,513,909
-636,284
3017
$4.67M ﹤0.01%
316,934
-777,323
3018
$4.67M ﹤0.01%
436,791
+184,752
3019
$4.67M ﹤0.01%
300,921
+16,424
3020
$4.67M ﹤0.01%
572,313
+40,212
3021
$4.67M ﹤0.01%
132,530
+123,680
3022
$4.66M ﹤0.01%
55,746
+18,727
3023
$4.65M ﹤0.01%
144,815
-3,624
3024
$4.65M ﹤0.01%
184,480
+99,232
3025
$4.64M ﹤0.01%
185,578
+167,731
119 120
121
122 123