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
3626
$2.57M ﹤0.01%
112,314
-25,928
3627
$2.57M ﹤0.01%
6
-2
3628
$2.57M ﹤0.01%
207,106
+109,807
3629
$2.56M ﹤0.01%
106,815
+33,732
3630
$2.56M ﹤0.01%
12,351
+6,870
3631
$2.56M ﹤0.01%
100,966
+13,676
3632
$2.56M ﹤0.01%
87,713
+26,742
3633
$2.56M ﹤0.01%
45,638
+19,858
3634
$2.55M ﹤0.01%
85,155
+25,834
3635
$2.55M ﹤0.01%
35,559
+21,944
3636
$2.55M ﹤0.01%
33,631
+17,479
3637
$2.55M ﹤0.01%
169,428
-58,047
3638
$2.54M ﹤0.01%
45,110
+25,090
3639
$2.54M ﹤0.01%
238,735
+169,521
3640
$2.54M ﹤0.01%
183,248
-1,628,750
3641
$2.54M ﹤0.01%
514,227
+125,027
3642
$2.54M ﹤0.01%
153,538
+15,620
3643
$2.54M ﹤0.01%
124,392
-17,676
3644
$2.54M ﹤0.01%
50,300
+675
3645
$2.53M ﹤0.01%
103,176
+25,630
3646
$2.53M ﹤0.01%
198,604
-4,811
3647
$2.53M ﹤0.01%
169,651
+77,809
3648
$2.53M ﹤0.01%
8,010
+5,164
3649
$2.53M ﹤0.01%
815,096
+63,254
3650
$2.52M ﹤0.01%
305,312
+182,193
144 145
146
147 148