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
3026
$4.64M ﹤0.01%
70,755
+44,619
3027
$4.64M ﹤0.01%
98,664
+16,088
3028
$4.64M ﹤0.01%
189,373
+9,443
3029
$4.63M ﹤0.01%
114,498
+39,398
3030
$4.63M ﹤0.01%
215,323
+51,867
3031
$4.63M ﹤0.01%
341,709
+19,709
3032
$4.63M ﹤0.01%
13,167
+3,131
3033
$4.61M ﹤0.01%
194,258
+38,719
3034
$4.61M ﹤0.01%
171,192
+49,136
3035
$4.61M ﹤0.01%
134,391
+78,174
3036
$4.61M ﹤0.01%
135,430
-124,372
3037
$4.61M ﹤0.01%
161,708
+72,231
3038
$4.6M ﹤0.01%
407,097
+241,974
3039
$4.6M ﹤0.01%
230,175
+168,840
3040
$4.59M ﹤0.01%
180,268
+48,183
3041
$4.59M ﹤0.01%
221,724
+28,961
3042
$4.59M ﹤0.01%
82,930
-1,579
3043
$4.59M ﹤0.01%
136,441
+31,059
3044
$4.59M ﹤0.01%
61,648
-10,103
3045
$4.57M ﹤0.01%
105,249
-23,226
3046
$4.57M ﹤0.01%
177,067
-782,094
3047
$4.55M ﹤0.01%
322,815
-118,662
3048
$4.55M ﹤0.01%
118,520
+73,141
3049
$4.55M ﹤0.01%
159,624
+76,118
3050
$4.54M ﹤0.01%
277,472
-74,779
120 121
122
123 124