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
3526
$2.84M ﹤0.01%
114,499
+1,971
3527
$2.83M ﹤0.01%
735,128
+155,672
3528
$2.83M ﹤0.01%
248,586
+80,600
3529
$2.83M ﹤0.01%
205,744
-4,027
3530
$2.82M ﹤0.01%
118,147
+24,631
3531
$2.82M ﹤0.01%
133,298
-50,240
3532
$2.82M ﹤0.01%
343,442
-11,280
3533
$2.81M ﹤0.01%
96,879
+95,304
3534
$2.81M ﹤0.01%
24,862
+14,974
3535
$2.81M ﹤0.01%
2,448
+1,597
3536
$2.8M ﹤0.01%
128,109
+6,783
3537
$2.8M ﹤0.01%
43,841
+29,317
3538
$2.79M ﹤0.01%
92,744
+59,611
3539
$2.79M ﹤0.01%
66,349
-11,640
3540
$2.79M ﹤0.01%
303,054
+122,073
3541
$2.79M ﹤0.01%
551,775
+173,980
3542
$2.79M ﹤0.01%
34,835
-17,236
3543
$2.79M ﹤0.01%
86,885
-27,050
3544
$2.79M ﹤0.01%
147,210
-255,006
3545
$2.78M ﹤0.01%
105,761
+57,262
3546
$2.77M ﹤0.01%
50,966
-5,028
3547
$2.77M ﹤0.01%
158,227
+38,017
3548
$2.77M ﹤0.01%
16,665
+14,759
3549
$2.76M ﹤0.01%
60,438
+52,297
3550
$2.76M ﹤0.01%
207,526
+173,366
140 141
142
143 144