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
3676
$2.47M ﹤0.01%
207,499
+94,206
3677
$2.47M ﹤0.01%
70,720
+31,270
3678
$2.46M ﹤0.01%
467,883
+80,939
3679
$2.46M ﹤0.01%
219,434
+15,125
3680
$2.46M ﹤0.01%
54,975
+39,335
3681
$2.45M ﹤0.01%
76,241
-17,688
3682
$2.45M ﹤0.01%
12,667
-1,451
3683
$2.45M ﹤0.01%
76,801
+68,645
3684
$2.45M ﹤0.01%
371,006
+38,127
3685
$2.45M ﹤0.01%
799,510
+505,802
3686
$2.44M ﹤0.01%
45,993
-1,845
3687
$2.44M ﹤0.01%
20,456
+6,246
3688
$2.44M ﹤0.01%
64,096
+54,711
3689
$2.44M ﹤0.01%
115,974
+93,666
3690
$2.44M ﹤0.01%
94,768
-16,027
3691
$2.43M ﹤0.01%
182,956
+85,206
3692
$2.43M ﹤0.01%
131,529
-36,505
3693
$2.43M ﹤0.01%
+88,998
3694
$2.42M ﹤0.01%
100,387
+7,490
3695
$2.42M ﹤0.01%
78,377
+65,974
3696
$2.42M ﹤0.01%
198,933
+99,424
3697
$2.42M ﹤0.01%
202,292
-17,670
3698
$2.41M ﹤0.01%
323,582
-31,117
3699
$2.41M ﹤0.01%
41,777
+226
3700
$2.4M ﹤0.01%
116,222
+58,577
146 147
148
149 150