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
3726
$2.33M ﹤0.01%
34,486
+14,213
3727
$2.33M ﹤0.01%
194,698
+5,433
3728
$2.32M ﹤0.01%
47,633
+33,113
3729
$2.32M ﹤0.01%
96,823
+28,798
3730
$2.32M ﹤0.01%
192,695
-22,979
3731
$2.32M ﹤0.01%
17,172
+579
3732
$2.32M ﹤0.01%
92,448
+58,758
3733
$2.31M ﹤0.01%
91,334
+51,034
3734
$2.31M ﹤0.01%
32,569
-197
3735
$2.31M ﹤0.01%
74,426
+15,202
3736
$2.3M ﹤0.01%
456,075
-682,661
3737
$2.3M ﹤0.01%
85,806
+47,700
3738
$2.3M ﹤0.01%
75,678
+16,334
3739
$2.3M ﹤0.01%
231,135
+199,452
3740
$2.29M ﹤0.01%
90,854
+37,356
3741
$2.29M ﹤0.01%
107,973
-12,804
3742
$2.29M ﹤0.01%
84,788
-2,472
3743
$2.29M ﹤0.01%
200,838
+183,424
3744
$2.28M ﹤0.01%
20,414
+2,491
3745
$2.27M ﹤0.01%
386,404
+266,908
3746
$2.27M ﹤0.01%
69,298
+16,861
3747
$2.27M ﹤0.01%
124,372
+36,500
3748
$2.27M ﹤0.01%
232,751
+31,540
3749
$2.26M ﹤0.01%
99,733
+41,939
3750
$2.26M ﹤0.01%
119,855
+20,074
148 149
150
151 152