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
3701
$2.39M ﹤0.01%
19,161
+16,846
3702
$2.38M ﹤0.01%
212,724
+182,385
3703
$2.38M ﹤0.01%
80,953
+60,310
3704
$2.38M ﹤0.01%
77,034
+48,063
3705
$2.38M ﹤0.01%
158,237
+15,382
3706
$2.37M ﹤0.01%
79,092
+72,576
3707
$2.37M ﹤0.01%
78,961
+74,366
3708
$2.37M ﹤0.01%
168,712
+47,692
3709
$2.36M ﹤0.01%
162,456
+25,006
3710
$2.36M ﹤0.01%
105,931
+89,310
3711
$2.36M ﹤0.01%
274,538
-169,277
3712
$2.36M ﹤0.01%
729,399
-4,921,294
3713
$2.35M ﹤0.01%
53,795
+49,458
3714
$2.35M ﹤0.01%
93,228
-8,941
3715
$2.35M ﹤0.01%
86,473
-13,589
3716
$2.35M ﹤0.01%
58,767
-15,969
3717
$2.35M ﹤0.01%
34,413
+26,381
3718
$2.35M ﹤0.01%
91,335
-4,232
3719
$2.34M ﹤0.01%
68,050
-177,430
3720
$2.34M ﹤0.01%
84,432
+77,725
3721
$2.34M ﹤0.01%
556,564
+172,459
3722
$2.34M ﹤0.01%
120,253
+27,417
3723
$2.34M ﹤0.01%
157,826
+136,900
3724
$2.33M ﹤0.01%
158,011
-9,443
3725
$2.33M ﹤0.01%
63,674
+38,595
147 148
149
150 151