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
3401
$3.17M ﹤0.01%
79,984
+6,239
3402
$3.17M ﹤0.01%
501,320
-124,139
3403
$3.17M ﹤0.01%
100,721
+79,735
3404
$3.17M ﹤0.01%
567,175
+177,754
3405
$3.17M ﹤0.01%
134,932
+115,243
3406
$3.17M ﹤0.01%
24,014
+3,498
3407
$3.17M ﹤0.01%
124,032
-155,980
3408
$3.17M ﹤0.01%
130,846
-15,243
3409
$3.17M ﹤0.01%
59,076
+47,455
3410
$3.16M ﹤0.01%
90,179
+32,726
3411
$3.16M ﹤0.01%
329,066
+125,750
3412
$3.15M ﹤0.01%
135,244
-10,924
3413
$3.15M ﹤0.01%
263,628
-23,420
3414
$3.15M ﹤0.01%
168,401
+107,775
3415
$3.15M ﹤0.01%
57,551
+24,428
3416
$3.14M ﹤0.01%
293,603
+251,499
3417
$3.14M ﹤0.01%
68,056
-45,473
3418
$3.14M ﹤0.01%
46,910
+32,561
3419
$3.14M ﹤0.01%
120,979
-25,312
3420
$3.13M ﹤0.01%
178,799
+102,263
3421
$3.13M ﹤0.01%
170,239
+29,139
3422
$3.13M ﹤0.01%
33,445
+8,469
3423
$3.12M ﹤0.01%
101,110
+27,011
3424
$3.12M ﹤0.01%
199,600
-42,314
3425
$3.12M ﹤0.01%
150,218
+138,349
135 136
137
138 139