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
3251
$3.71M ﹤0.01%
145,899
+93,070
3252
$3.7M ﹤0.01%
145,153
-666,596
3253
$3.7M ﹤0.01%
242,646
+112,616
3254
$3.7M ﹤0.01%
162,346
-2,758
3255
$3.7M ﹤0.01%
258,061
+226,527
3256
$3.7M ﹤0.01%
92,361
-13,526
3257
$3.7M ﹤0.01%
245,655
+177,260
3258
$3.69M ﹤0.01%
212,673
-237,655
3259
$3.69M ﹤0.01%
205,268
+24,169
3260
$3.69M ﹤0.01%
2,083,936
+1,412,150
3261
$3.68M ﹤0.01%
287,338
+72,192
3262
$3.68M ﹤0.01%
324,986
+13,982
3263
$3.67M ﹤0.01%
127,761
+31,776
3264
$3.66M ﹤0.01%
93,255
+80,819
3265
$3.65M ﹤0.01%
78,712
-7,653
3266
$3.64M ﹤0.01%
174,903
-7,879
3267
$3.63M ﹤0.01%
158,759
+9,200
3268
$3.62M ﹤0.01%
229,100
+134,759
3269
$3.62M ﹤0.01%
+162,749
3270
$3.61M ﹤0.01%
55,399
+9,880
3271
$3.6M ﹤0.01%
467,228
+526
3272
$3.6M ﹤0.01%
55,445
+2,155
3273
$3.59M ﹤0.01%
96,246
+59,153
3274
$3.58M ﹤0.01%
400,471
+116,386
3275
$3.57M ﹤0.01%
145,881
+112,066
129 130
131
132 133