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
3176
$4M ﹤0.01%
793,030
-92,268
3177
$3.99M ﹤0.01%
262,569
+133,268
3178
$3.99M ﹤0.01%
164,815
-71,228
3179
$3.99M ﹤0.01%
243,226
+119,351
3180
$3.99M ﹤0.01%
26,539
-11,994
3181
$3.98M ﹤0.01%
236,104
+173,778
3182
$3.98M ﹤0.01%
57,922
-31,374
3183
$3.98M ﹤0.01%
125,363
-3,806
3184
$3.96M ﹤0.01%
434,318
+144,383
3185
$3.96M ﹤0.01%
365,175
+317,173
3186
$3.95M ﹤0.01%
297,958
+164,413
3187
$3.95M ﹤0.01%
786,273
+670,485
3188
$3.95M ﹤0.01%
+67,164
3189
$3.94M ﹤0.01%
74,667
+60,000
3190
$3.94M ﹤0.01%
61,948
+2,750
3191
$3.93M ﹤0.01%
113,758
-9,634
3192
$3.93M ﹤0.01%
82,027
+67,566
3193
$3.93M ﹤0.01%
195,673
+92,444
3194
$3.93M ﹤0.01%
548,239
+16,340
3195
$3.93M ﹤0.01%
75,203
+46,492
3196
$3.91M ﹤0.01%
76,155
+68,481
3197
$3.91M ﹤0.01%
126,226
+42,723
3198
$3.91M ﹤0.01%
65,640
+26,238
3199
$3.91M ﹤0.01%
122,522
+95,272
3200
$3.9M ﹤0.01%
74,489
-182,778
126 127
128
129 130