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
3451
$3.05M ﹤0.01%
27,114
+5,228
3452
$3.05M ﹤0.01%
55,567
-5,036
3453
$3.05M ﹤0.01%
228,828
+116,566
3454
$3.04M ﹤0.01%
225,181
+186,955
3455
$3.04M ﹤0.01%
247,893
+20,884
3456
$3.04M ﹤0.01%
175,264
+105,244
3457
$3.04M ﹤0.01%
120,862
+87,997
3458
$3.04M ﹤0.01%
131,739
-26,954
3459
$3.03M ﹤0.01%
195,460
+39,942
3460
$3.03M ﹤0.01%
149,016
+137,532
3461
$3.03M ﹤0.01%
125,499
-36,972
3462
$3.03M ﹤0.01%
79,852
+46,664
3463
$3.02M ﹤0.01%
194,862
+167,710
3464
$3M ﹤0.01%
164,945
+68,090
3465
$3M ﹤0.01%
116,258
-45,604
3466
$3M ﹤0.01%
229,604
+35,509
3467
$3M ﹤0.01%
516,709
+467,487
3468
$3M ﹤0.01%
120,774
+54,305
3469
$2.99M ﹤0.01%
155,462
+34,010
3470
$2.99M ﹤0.01%
91,644
+57,111
3471
$2.99M ﹤0.01%
62,434
-29,781
3472
$2.98M ﹤0.01%
155,067
+35,202
3473
$2.98M ﹤0.01%
109,661
-725,882
3474
$2.97M ﹤0.01%
479,685
+151,376
3475
$2.97M ﹤0.01%
10,306
+522
137 138
139
140 141