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
3801
$2.12M ﹤0.01%
132,609
-14,778
3802
$2.12M ﹤0.01%
117,495
+93,722
3803
$2.12M ﹤0.01%
113,399
-15,340
3804
$2.12M ﹤0.01%
36,779
-21,336
3805
$2.12M ﹤0.01%
178,293
+112,670
3806
$2.12M ﹤0.01%
102,790
+89,051
3807
$2.11M ﹤0.01%
128,535
+87,747
3808
$2.11M ﹤0.01%
101,124
-39,738
3809
$2.1M ﹤0.01%
93,960
+83,735
3810
$2.1M ﹤0.01%
559,938
+542,967
3811
$2.1M ﹤0.01%
42,180
+2,007
3812
$2.1M ﹤0.01%
68,031
+29,646
3813
$2.08M ﹤0.01%
81,956
+33,311
3814
$2.08M ﹤0.01%
835,211
-11,614,843
3815
$2.08M ﹤0.01%
53,919
-264,671
3816
$2.08M ﹤0.01%
64,680
+40,245
3817
$2.08M ﹤0.01%
117,513
+61,847
3818
$2.08M ﹤0.01%
327,965
+302,642
3819
$2.08M ﹤0.01%
142,782
-10,568
3820
$2.08M ﹤0.01%
306,379
-46,033
3821
$2.07M ﹤0.01%
63,007
+5,267
3822
$2.07M ﹤0.01%
97,611
+22,011
3823
$2.07M ﹤0.01%
185,543
-44,009
3824
$2.07M ﹤0.01%
66,422
+35,975
3825
$2.06M ﹤0.01%
101,610
+93,439
151 152
153
154 155