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
3926
$1.84M ﹤0.01%
53,641
+1,374
3927
$1.84M ﹤0.01%
70,180
-13,992
3928
$1.83M ﹤0.01%
47,373
+6,605
3929
$1.83M ﹤0.01%
35,651
+30,926
3930
$1.83M ﹤0.01%
115,750
+53,837
3931
$1.83M ﹤0.01%
32,422
+22,585
3932
$1.82M ﹤0.01%
140,358
+113,783
3933
$1.82M ﹤0.01%
218,238
+143,388
3934
$1.82M ﹤0.01%
57,639
+23,515
3935
$1.82M ﹤0.01%
91,241
-109,915
3936
$1.82M ﹤0.01%
276,327
+110,950
3937
$1.82M ﹤0.01%
88,721
+23,869
3938
$1.81M ﹤0.01%
194,625
+150,450
3939
$1.81M ﹤0.01%
53,618
-2,602
3940
$1.81M ﹤0.01%
23,893
-45,814
3941
$1.81M ﹤0.01%
173,625
+100,175
3942
$1.81M ﹤0.01%
73,144
+42,098
3943
$1.8M ﹤0.01%
90,678
+66,211
3944
$1.8M ﹤0.01%
735,444
-35
3945
$1.8M ﹤0.01%
83,584
+33,989
3946
$1.79M ﹤0.01%
67,788
+34,121
3947
$1.79M ﹤0.01%
156,379
+118,699
3948
$1.79M ﹤0.01%
125,710
+99,216
3949
$1.78M ﹤0.01%
97,271
-80,385
3950
$1.78M ﹤0.01%
59,559
-6,397
156 157
158
159 160