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
4001
$1.68M ﹤0.01%
31,211
-9,335
4002
$1.67M ﹤0.01%
267,248
+123,149
4003
$1.67M ﹤0.01%
87,013
+22,145
4004
$1.67M ﹤0.01%
1,102
-67
4005
$1.66M ﹤0.01%
581,405
+313,866
4006
$1.66M ﹤0.01%
61,420
+52,166
4007
$1.66M ﹤0.01%
101,860
+34,441
4008
$1.66M ﹤0.01%
51,012
+22,415
4009
$1.66M ﹤0.01%
2,371,120
+2,361,068
4010
$1.65M ﹤0.01%
121,538
-18,308
4011
$1.65M ﹤0.01%
169,982
+27,548
4012
$1.65M ﹤0.01%
119,755
+5,227
4013
$1.65M ﹤0.01%
133,569
+129,184
4014
$1.65M ﹤0.01%
165,802
+116,015
4015
$1.64M ﹤0.01%
69,003
+64,080
4016
$1.64M ﹤0.01%
120,193
+60,890
4017
$1.64M ﹤0.01%
38,083
+32,472
4018
$1.63M ﹤0.01%
134,083
-95,886
4019
$1.63M ﹤0.01%
33,511
-11,195
4020
$1.63M ﹤0.01%
67,906
+17,006
4021
$1.63M ﹤0.01%
63,759
-2,477
4022
$1.63M ﹤0.01%
176,323
+25,093
4023
$1.63M ﹤0.01%
43,509
+430
4024
$1.63M ﹤0.01%
88,057
+78,948
4025
$1.63M ﹤0.01%
150,000
-187,308
159 160
161
162 163