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
3651
$2.52M ﹤0.01%
76,278
+24,332
3652
$2.52M ﹤0.01%
390,555
+135,716
3653
$2.52M ﹤0.01%
384,396
+138,956
3654
$2.52M ﹤0.01%
77,006
+22,070
3655
$2.51M ﹤0.01%
100,843
-28,339
3656
$2.51M ﹤0.01%
144,222
+124,782
3657
$2.51M ﹤0.01%
443,478
-100,548
3658
$2.5M ﹤0.01%
40,567
+19,961
3659
$2.5M ﹤0.01%
164,034
+72,851
3660
$2.5M ﹤0.01%
258,301
-38,104
3661
$2.5M ﹤0.01%
263,552
+14,610
3662
$2.5M ﹤0.01%
374,335
-67,836
3663
$2.5M ﹤0.01%
175,427
+50,652
3664
$2.5M ﹤0.01%
251,932
+16,694
3665
$2.5M ﹤0.01%
122,495
+9,054
3666
$2.5M ﹤0.01%
92,801
+35,216
3667
$2.49M ﹤0.01%
72,345
+17,136
3668
$2.49M ﹤0.01%
104,492
+35,436
3669
$2.48M ﹤0.01%
252,174
+29,772
3670
$2.48M ﹤0.01%
620,443
+285,760
3671
$2.47M ﹤0.01%
127,848
+82,357
3672
$2.47M ﹤0.01%
24,755
+23,051
3673
$2.47M ﹤0.01%
44,307
+39,255
3674
$2.47M ﹤0.01%
63,408
+21,505
3675
$2.47M ﹤0.01%
177,893
+46,877
145 146
147
148 149