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
3126
$4.2M ﹤0.01%
140,950
+388
3127
$4.2M ﹤0.01%
104,036
+85,406
3128
$4.2M ﹤0.01%
123,759
+93,826
3129
$4.19M ﹤0.01%
388,004
-2,035
3130
$4.19M ﹤0.01%
165,668
+76,459
3131
$4.18M ﹤0.01%
189,526
+15,671
3132
$4.18M ﹤0.01%
60,279
+52,947
3133
$4.18M ﹤0.01%
166,782
+7,148
3134
$4.17M ﹤0.01%
83,660
+35,942
3135
$4.17M ﹤0.01%
399,634
+37,961
3136
$4.16M ﹤0.01%
299,328
+96,835
3137
$4.16M ﹤0.01%
57,426
-63,049
3138
$4.16M ﹤0.01%
147,743
+33,879
3139
$4.15M ﹤0.01%
40,417
+1,941
3140
$4.14M ﹤0.01%
1,563,696
+184,800
3141
$4.14M ﹤0.01%
229,878
+198,496
3142
$4.13M ﹤0.01%
54,331
+36,598
3143
$4.13M ﹤0.01%
213,849
+160,723
3144
$4.13M ﹤0.01%
104,520
-51,796
3145
$4.12M ﹤0.01%
88,915
+73,732
3146
$4.11M ﹤0.01%
146,149
+89,276
3147
$4.11M ﹤0.01%
513,280
+26,325
3148
$4.1M ﹤0.01%
564,224
-79,787
3149
$4.1M ﹤0.01%
36,730
+1,411
3150
$4.1M ﹤0.01%
116,164
+82,529
124 125
126
127 128