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
3826
$2.06M ﹤0.01%
51,030
+17,192
3827
$2.06M ﹤0.01%
40,698
-4,964
3828
$2.06M ﹤0.01%
107,823
+89,722
3829
$2.06M ﹤0.01%
83,365
+39,634
3830
$2.06M ﹤0.01%
20,171
-1,131
3831
$2.05M ﹤0.01%
156,873
+72,859
3832
$2.05M ﹤0.01%
206,402
-939,028
3833
$2.05M ﹤0.01%
109,337
+71,181
3834
$2.05M ﹤0.01%
233,403
+109,233
3835
$2.05M ﹤0.01%
309,940
-44,539
3836
$2.05M ﹤0.01%
93,697
+42,092
3837
$2.04M ﹤0.01%
144,590
-15,917
3838
$2.04M ﹤0.01%
253,407
+38,906
3839
$2.04M ﹤0.01%
68,502
-158,918
3840
$2.04M ﹤0.01%
52,098
+32,312
3841
$2.04M ﹤0.01%
11,169
-2,167
3842
$2.03M ﹤0.01%
195,882
-856,838
3843
$2.03M ﹤0.01%
28,168
+23,829
3844
$2.03M ﹤0.01%
6,985
+5,111
3845
$2.02M ﹤0.01%
258,037
-197,257
3846
$2.02M ﹤0.01%
136,578
+74,549
3847
$2.02M ﹤0.01%
165,867
+33,330
3848
$2.02M ﹤0.01%
139,549
+112,159
3849
$2.02M ﹤0.01%
40,262
+34,321
3850
$2.01M ﹤0.01%
78,741
+40,914
152 153
154
155 156