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
3976
$1.72M ﹤0.01%
119,712
-253
3977
$1.72M ﹤0.01%
98,407
+68,902
3978
$1.72M ﹤0.01%
87,289
+59,736
3979
$1.72M ﹤0.01%
49,970
+12,450
3980
$1.72M ﹤0.01%
21,357
-292,474
3981
$1.72M ﹤0.01%
142,441
-10,147
3982
$1.71M ﹤0.01%
108,857
+27,109
3983
$1.71M ﹤0.01%
66,416
+39,562
3984
$1.71M ﹤0.01%
33,377
+30,776
3985
$1.71M ﹤0.01%
11,701
+3,600
3986
$1.71M ﹤0.01%
26,552
+22,678
3987
$1.71M ﹤0.01%
+43,001
3988
$1.7M ﹤0.01%
126,942
+51,768
3989
$1.7M ﹤0.01%
299,289
+41,799
3990
$1.7M ﹤0.01%
86,455
-17,447
3991
$1.7M ﹤0.01%
47,350
+44,288
3992
$1.69M ﹤0.01%
64,697
-6,172
3993
$1.69M ﹤0.01%
181,853
+79,969
3994
$1.69M ﹤0.01%
90,260
+80,022
3995
$1.68M ﹤0.01%
50,260
+45,008
3996
$1.68M ﹤0.01%
126,184
+18,084
3997
$1.68M ﹤0.01%
972,560
-4,400
3998
$1.68M ﹤0.01%
62,460
+2,280
3999
$1.68M ﹤0.01%
252,033
-68,220
4000
$1.68M ﹤0.01%
44,706
-13,207
158 159
160
161 162