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
3201
$3.9M ﹤0.01%
144,300
+9,222
3202
$3.89M ﹤0.01%
120,568
+10,221
3203
$3.89M ﹤0.01%
88,202
+79,127
3204
$3.89M ﹤0.01%
127,604
-8,037
3205
$3.89M ﹤0.01%
1,760,483
+1,452,639
3206
$3.89M ﹤0.01%
381,469
+257,019
3207
$3.88M ﹤0.01%
121,760
+111,206
3208
$3.88M ﹤0.01%
205,954
+94,967
3209
$3.88M ﹤0.01%
83,825
+33,968
3210
$3.88M ﹤0.01%
57,871
+39,779
3211
$3.87M ﹤0.01%
69,101
+39,189
3212
$3.87M ﹤0.01%
716,376
-8,822
3213
$3.86M ﹤0.01%
83,839
+15,552
3214
$3.86M ﹤0.01%
198,467
+24,906
3215
$3.86M ﹤0.01%
767,264
+180,171
3216
$3.85M ﹤0.01%
49,323
+21,401
3217
$3.85M ﹤0.01%
153,760
+48,524
3218
$3.85M ﹤0.01%
212,068
+189,291
3219
$3.85M ﹤0.01%
51,093
-13,790
3220
$3.84M ﹤0.01%
347,686
-80,717
3221
$3.83M ﹤0.01%
308,757
-5,360
3222
$3.82M ﹤0.01%
124,515
+92,084
3223
$3.81M ﹤0.01%
119,448
+27,112
3224
$3.81M ﹤0.01%
63,022
+19,141
3225
$3.81M ﹤0.01%
169,066
+65,780
127 128
129
130 131