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
3101
$4.28M ﹤0.01%
561,051
-1,141,365
3102
$4.28M ﹤0.01%
289,542
-72,027
3103
$4.28M ﹤0.01%
446,721
-546,422
3104
$4.27M ﹤0.01%
266,178
+130,994
3105
$4.27M ﹤0.01%
96,735
+27,882
3106
$4.26M ﹤0.01%
443,602
-58,570
3107
$4.26M ﹤0.01%
48,345
-61,744
3108
$4.26M ﹤0.01%
108,784
+54,163
3109
$4.26M ﹤0.01%
1,078
+763
3110
$4.26M ﹤0.01%
138,363
-25,221
3111
$4.26M ﹤0.01%
83,626
+69,538
3112
$4.26M ﹤0.01%
358,605
-190,667
3113
$4.25M ﹤0.01%
102,116
+29,159
3114
$4.24M ﹤0.01%
94,365
+31,821
3115
$4.23M ﹤0.01%
167,996
+21,723
3116
$4.23M ﹤0.01%
95,385
+20,805
3117
$4.23M ﹤0.01%
74,560
-47,925
3118
$4.23M ﹤0.01%
447,058
+395,508
3119
$4.22M ﹤0.01%
184,545
+11,150
3120
$4.22M ﹤0.01%
235,864
-45,407
3121
$4.22M ﹤0.01%
185,625
+55,279
3122
$4.22M ﹤0.01%
188,677
+128,303
3123
$4.22M ﹤0.01%
620,916
-517,095
3124
$4.21M ﹤0.01%
170,545
+28,524
3125
$4.21M ﹤0.01%
47,888
+40,590
123 124
125
126 127