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
3776
$2.19M ﹤0.01%
72,204
+65,564
3777
$2.19M ﹤0.01%
81,171
+43,510
3778
$2.19M ﹤0.01%
397,171
+12,401
3779
$2.18M ﹤0.01%
295,675
+242,366
3780
$2.18M ﹤0.01%
144,837
+74,808
3781
$2.18M ﹤0.01%
49,404
+38,144
3782
$2.18M ﹤0.01%
195,579
-47,741
3783
$2.18M ﹤0.01%
162,509
+76,820
3784
$2.18M ﹤0.01%
224,435
+146,153
3785
$2.17M ﹤0.01%
86,483
+79,380
3786
$2.17M ﹤0.01%
273,376
+38,119
3787
$2.17M ﹤0.01%
8,356
+5,672
3788
$2.17M ﹤0.01%
45,930
+21,554
3789
$2.16M ﹤0.01%
100,940
+70,409
3790
$2.16M ﹤0.01%
110,394
+100,438
3791
$2.16M ﹤0.01%
116,343
+107,354
3792
$2.15M ﹤0.01%
75,202
-5,561
3793
$2.15M ﹤0.01%
80,371
+50,826
3794
$2.15M ﹤0.01%
154,511
+30,886
3795
$2.14M ﹤0.01%
105,743
+7,862
3796
$2.14M ﹤0.01%
21,105
+15,317
3797
$2.14M ﹤0.01%
102,645
-6,891
3798
$2.13M ﹤0.01%
327,523
+153,101
3799
$2.12M ﹤0.01%
399,754
+98,782
3800
$2.12M ﹤0.01%
179,959
-63,805
150 151
152
153 154