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
3601
$2.64M ﹤0.01%
122,998
+55,083
3602
$2.64M ﹤0.01%
35,401
+30,192
3603
$2.64M ﹤0.01%
199,425
+36,885
3604
$2.63M ﹤0.01%
47,782
+22,970
3605
$2.63M ﹤0.01%
8,450
+5,781
3606
$2.63M ﹤0.01%
30,393
-11,515
3607
$2.62M ﹤0.01%
88,209
-471,667
3608
$2.62M ﹤0.01%
402,720
+147,874
3609
$2.62M ﹤0.01%
215,282
+161,644
3610
$2.61M ﹤0.01%
166,131
+95,782
3611
$2.61M ﹤0.01%
107,253
-1,487
3612
$2.6M ﹤0.01%
118,406
-285,986
3613
$2.59M ﹤0.01%
105,157
+43,439
3614
$2.59M ﹤0.01%
185,223
+177,786
3615
$2.59M ﹤0.01%
140,669
-19,968
3616
$2.59M ﹤0.01%
363,187
+214,852
3617
$2.59M ﹤0.01%
57,488
-170,836
3618
$2.58M ﹤0.01%
98,617
+51,524
3619
$2.58M ﹤0.01%
126,996
-38,620
3620
$2.58M ﹤0.01%
1,266,967
+135,906
3621
$2.58M ﹤0.01%
592,856
+259,130
3622
$2.58M ﹤0.01%
71,482
+45,149
3623
$2.58M ﹤0.01%
89,464
+72,908
3624
$2.58M ﹤0.01%
145,808
+63,304
3625
$2.57M ﹤0.01%
591,372
+225,946
143 144
145
146 147