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
3501
$2.9M ﹤0.01%
44,924
+38,242
3502
$2.89M ﹤0.01%
137,053
+8,282
3503
$2.89M ﹤0.01%
202,201
+72,111
3504
$2.89M ﹤0.01%
100,882
-3,166
3505
$2.89M ﹤0.01%
159,538
+8,496
3506
$2.89M ﹤0.01%
32,867
+19,623
3507
$2.89M ﹤0.01%
148,474
+29,366
3508
$2.89M ﹤0.01%
115,721
-227,305
3509
$2.88M ﹤0.01%
28,275
-72,802
3510
$2.88M ﹤0.01%
11,952
+3,840
3511
$2.88M ﹤0.01%
98,889
+83,162
3512
$2.88M ﹤0.01%
80,566
+9,138
3513
$2.87M ﹤0.01%
106,901
+95,299
3514
$2.87M ﹤0.01%
257,109
+69,320
3515
$2.87M ﹤0.01%
242,358
-10,276
3516
$2.87M ﹤0.01%
109,235
+65,949
3517
$2.87M ﹤0.01%
132,456
+6,681
3518
$2.86M ﹤0.01%
232,758
+70,296
3519
$2.86M ﹤0.01%
74,244
+46,980
3520
$2.86M ﹤0.01%
64,318
+53,300
3521
$2.85M ﹤0.01%
82,632
+53,952
3522
$2.85M ﹤0.01%
207,667
-11,030
3523
$2.85M ﹤0.01%
275,623
+134,712
3524
$2.85M ﹤0.01%
133,675
+119,189
3525
$2.84M ﹤0.01%
156,178
-1,415,054
139 140
141
142 143