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
3426
$3.12M ﹤0.01%
207,967
+13,859
3427
$3.12M ﹤0.01%
170,502
+135,478
3428
$3.12M ﹤0.01%
61,747
+2,385
3429
$3.11M ﹤0.01%
38,588
+3,659
3430
$3.11M ﹤0.01%
142,696
+13,084
3431
$3.1M ﹤0.01%
222,792
+27,881
3432
$3.1M ﹤0.01%
720,557
+245,377
3433
$3.09M ﹤0.01%
+94,936
3434
$3.09M ﹤0.01%
141,613
+92,000
3435
$3.09M ﹤0.01%
1,704,320
-1,233,963
3436
$3.09M ﹤0.01%
37,223
+15,642
3437
$3.09M ﹤0.01%
217,721
+204,102
3438
$3.08M ﹤0.01%
106,321
+88,647
3439
$3.08M ﹤0.01%
144,930
+4,715
3440
$3.08M ﹤0.01%
214,016
-3,722
3441
$3.07M ﹤0.01%
274,925
+101,083
3442
$3.07M ﹤0.01%
400
+263
3443
$3.06M ﹤0.01%
185,583
-40,438
3444
$3.06M ﹤0.01%
121,636
+44,755
3445
$3.06M ﹤0.01%
42,274
-65,534
3446
$3.06M ﹤0.01%
104,102
+78,246
3447
$3.06M ﹤0.01%
67,391
+37,746
3448
$3.05M ﹤0.01%
108,636
-2,649
3449
$3.05M ﹤0.01%
210,536
+71,149
3450
$3.05M ﹤0.01%
61,039
+31,736
136 137
138
139 140