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
3276
$3.57M ﹤0.01%
278,070
-37,117
3277
$3.57M ﹤0.01%
268,555
+214,434
3278
$3.56M ﹤0.01%
125,337
-2,018
3279
$3.55M ﹤0.01%
213,412
+78,322
3280
$3.55M ﹤0.01%
126,822
+36,491
3281
$3.55M ﹤0.01%
138,614
-47,588
3282
$3.54M ﹤0.01%
67,575
+38,421
3283
$3.54M ﹤0.01%
169,207
+151,954
3284
$3.54M ﹤0.01%
153,041
+33,431
3285
$3.54M ﹤0.01%
133,396
+17,044
3286
$3.53M ﹤0.01%
146,496
+32,694
3287
$3.53M ﹤0.01%
178,245
+108,045
3288
$3.53M ﹤0.01%
150,624
+99,717
3289
$3.53M ﹤0.01%
136,669
-13,784
3290
$3.52M ﹤0.01%
86,118
+12,792
3291
$3.52M ﹤0.01%
36,631
+622
3292
$3.52M ﹤0.01%
95,223
+54,539
3293
$3.52M ﹤0.01%
68,983
-3,146
3294
$3.51M ﹤0.01%
77,461
+59,723
3295
$3.51M ﹤0.01%
112,676
+29,466
3296
$3.5M ﹤0.01%
224,159
+214,242
3297
$3.5M ﹤0.01%
83,872
-14,211
3298
$3.5M ﹤0.01%
420,866
+149,516
3299
$3.5M ﹤0.01%
413,334
-49,790
3300
$3.5M ﹤0.01%
70,728
-12,169
130 131
132
133 134