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
3351
$3.33M ﹤0.01%
198,253
+158,647
3352
$3.32M ﹤0.01%
283,638
+229,613
3353
$3.32M ﹤0.01%
367,257
+294,513
3354
$3.31M ﹤0.01%
100,640
+64,915
3355
$3.31M ﹤0.01%
128,490
-530,808
3356
$3.31M ﹤0.01%
176,480
+67,543
3357
$3.3M ﹤0.01%
466,150
+58,866
3358
$3.3M ﹤0.01%
304,211
+11,969
3359
$3.29M ﹤0.01%
42,473
+37,114
3360
$3.28M ﹤0.01%
399,708
+37,899
3361
$3.28M ﹤0.01%
32,083
-3,602
3362
$3.28M ﹤0.01%
163,001
+70,030
3363
$3.28M ﹤0.01%
97,630
+48,211
3364
$3.27M ﹤0.01%
173,175
+149,769
3365
$3.27M ﹤0.01%
70,567
+64,044
3366
$3.26M ﹤0.01%
86,528
+39,351
3367
$3.26M ﹤0.01%
321,530
-9,359
3368
$3.26M ﹤0.01%
376,886
+309,350
3369
$3.25M ﹤0.01%
160,819
-7,633
3370
$3.25M ﹤0.01%
105,320
+81,461
3371
$3.25M ﹤0.01%
319,783
+63,593
3372
$3.24M ﹤0.01%
248,608
+21,169
3373
$3.24M ﹤0.01%
458,448
+56,074
3374
$3.23M ﹤0.01%
71,954
+18,973
3375
$3.22M ﹤0.01%
151,090
+15,177
133 134
135
136 137