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
3076
$4.41M ﹤0.01%
381,970
-137,275
3077
$4.41M ﹤0.01%
77,670
+23,904
3078
$4.41M ﹤0.01%
174,023
-74,342
3079
$4.4M ﹤0.01%
168,338
-29,305
3080
$4.4M ﹤0.01%
458,094
+279,202
3081
$4.4M ﹤0.01%
89,800
+4,246
3082
$4.39M ﹤0.01%
145,410
+113,593
3083
$4.38M ﹤0.01%
260,650
+14,217
3084
$4.38M ﹤0.01%
285,692
+202,060
3085
$4.36M ﹤0.01%
134,422
+14,385
3086
$4.36M ﹤0.01%
169,757
+89,028
3087
$4.36M ﹤0.01%
67,880
+4,474
3088
$4.36M ﹤0.01%
216,017
-32,559
3089
$4.35M ﹤0.01%
147,301
+3,537
3090
$4.35M ﹤0.01%
143,719
+120,246
3091
$4.34M ﹤0.01%
163,235
+8,835
3092
$4.34M ﹤0.01%
183,139
+158,275
3093
$4.33M ﹤0.01%
64,310
-29,460
3094
$4.33M ﹤0.01%
8,533
+1,250
3095
$4.32M ﹤0.01%
509,227
-100,425
3096
$4.32M ﹤0.01%
393,754
+201,258
3097
$4.31M ﹤0.01%
135,177
-338,413
3098
$4.31M ﹤0.01%
182,045
+81,307
3099
$4.31M ﹤0.01%
217,417
+165,893
3100
$4.3M ﹤0.01%
107,118
+86,024
122 123
124
125 126