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
3151
$4.1M ﹤0.01%
142,577
+9,114
3152
$4.09M ﹤0.01%
461,795
+264,426
3153
$4.08M ﹤0.01%
211,510
-526,850
3154
$4.08M ﹤0.01%
57,356
+23,268
3155
$4.08M ﹤0.01%
140,035
+123,191
3156
$4.08M ﹤0.01%
237,903
-69,730
3157
$4.07M ﹤0.01%
12,090
+9,880
3158
$4.07M ﹤0.01%
104,515
+11,927
3159
$4.06M ﹤0.01%
172,806
+154,821
3160
$4.06M ﹤0.01%
226,770
+116,150
3161
$4.06M ﹤0.01%
174,471
-245,212
3162
$4.05M ﹤0.01%
116,158
+65,961
3163
$4.05M ﹤0.01%
509,337
-1,205,046
3164
$4.04M ﹤0.01%
160,666
+90,762
3165
$4.04M ﹤0.01%
250,951
-56,548
3166
$4.04M ﹤0.01%
127,676
+118,863
3167
$4.03M ﹤0.01%
124,252
+103,127
3168
$4.03M ﹤0.01%
48,860
+14,259
3169
$4.03M ﹤0.01%
290,827
+98,335
3170
$4.02M ﹤0.01%
73,674
+3,200
3171
$4.01M ﹤0.01%
143,862
-1,680
3172
$4.01M ﹤0.01%
155,132
+5,675
3173
$4.01M ﹤0.01%
36,956
+31,311
3174
$4M ﹤0.01%
216,586
-26,876
3175
$4M ﹤0.01%
140,036
-118,061
125 126
127
128 129