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
3576
$2.71M ﹤0.01%
188,449
+75,693
3577
$2.71M ﹤0.01%
139,446
+3,710
3578
$2.71M ﹤0.01%
75,267
+3,892
3579
$2.71M ﹤0.01%
209,930
+98,435
3580
$2.7M ﹤0.01%
146,875
-24,835
3581
$2.7M ﹤0.01%
143,854
+87,715
3582
$2.7M ﹤0.01%
54,816
-2,417
3583
$2.68M ﹤0.01%
81,180
-12,095
3584
$2.68M ﹤0.01%
288,256
+6,263
3585
$2.68M ﹤0.01%
457,100
+302,403
3586
$2.68M ﹤0.01%
22,266
+9,380
3587
$2.68M ﹤0.01%
135,562
+101,508
3588
$2.68M ﹤0.01%
34,709
+14,584
3589
$2.67M ﹤0.01%
25,199
-254,222
3590
$2.67M ﹤0.01%
45,042
+13,703
3591
$2.67M ﹤0.01%
62,730
-7,681
3592
$2.67M ﹤0.01%
388,836
+23,903
3593
$2.66M ﹤0.01%
216,356
+17,376
3594
$2.66M ﹤0.01%
116,673
+52,947
3595
$2.66M ﹤0.01%
110,781
+56,202
3596
$2.66M ﹤0.01%
268,070
+47,604
3597
$2.65M ﹤0.01%
564,813
+12,496
3598
$2.65M ﹤0.01%
94,493
+85,122
3599
$2.65M ﹤0.01%
175,018
-18,198
3600
$2.65M ﹤0.01%
252,732
+103,242
142 143
144
145 146