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
3476
$2.97M ﹤0.01%
434,001
-298
3477
$2.97M ﹤0.01%
108,681
-8,480
3478
$2.96M ﹤0.01%
118,500
+97,609
3479
$2.96M ﹤0.01%
103,671
-56,046
3480
$2.96M ﹤0.01%
216,596
+10,783
3481
$2.96M ﹤0.01%
131,520
+82,343
3482
$2.96M ﹤0.01%
28,666
+3,052
3483
$2.96M ﹤0.01%
157,725
+3,142
3484
$2.95M ﹤0.01%
49,099
+17,106
3485
$2.95M ﹤0.01%
212,022
+5,727
3486
$2.95M ﹤0.01%
113,518
+78,402
3487
$2.95M ﹤0.01%
1,178,301
+635,043
3488
$2.94M ﹤0.01%
19,942
+18,087
3489
$2.93M ﹤0.01%
26,969
+422
3490
$2.93M ﹤0.01%
201,896
-7,024
3491
$2.93M ﹤0.01%
123,067
+27,391
3492
$2.93M ﹤0.01%
191,506
+90,533
3493
$2.92M ﹤0.01%
110,809
+100,230
3494
$2.92M ﹤0.01%
102,022
+31,354
3495
$2.92M ﹤0.01%
137,591
+54,210
3496
$2.92M ﹤0.01%
227,453
+205,158
3497
$2.92M ﹤0.01%
221,635
+32,429
3498
$2.91M ﹤0.01%
66,915
+28,377
3499
$2.91M ﹤0.01%
316,933
-10,111
3500
$2.9M ﹤0.01%
103,377
+37,691
138 139
140
141 142