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
4026
$1.62M ﹤0.01%
206,676
+155,817
4027
$1.62M ﹤0.01%
26,969
+25,008
4028
$1.61M ﹤0.01%
192,239
+3,511
4029
$1.61M ﹤0.01%
105,852
-19,010
4030
$1.61M ﹤0.01%
55,112
-1,879
4031
$1.61M ﹤0.01%
161,202
-61,321
4032
$1.61M ﹤0.01%
89,071
+25,260
4033
$1.61M ﹤0.01%
182,044
+73,898
4034
$1.61M ﹤0.01%
96,049
+127
4035
$1.61M ﹤0.01%
68,194
+22,195
4036
$1.6M ﹤0.01%
84,126
+66,212
4037
$1.6M ﹤0.01%
58,997
+51,445
4038
$1.6M ﹤0.01%
167,960
+97,896
4039
$1.6M ﹤0.01%
25,921
+9,682
4040
$1.59M ﹤0.01%
58,806
+31,869
4041
$1.59M ﹤0.01%
133,879
-21,029
4042
$1.59M ﹤0.01%
56,460
+8,562
4043
$1.59M ﹤0.01%
88,972
+52,215
4044
$1.58M ﹤0.01%
143,405
+81,990
4045
$1.58M ﹤0.01%
127,917
+744
4046
$1.58M ﹤0.01%
190,594
+158,838
4047
$1.58M ﹤0.01%
14,388
+4,141
4048
$1.58M ﹤0.01%
82,528
+27,676
4049
$1.58M ﹤0.01%
13,358
+11,861
4050
$1.58M ﹤0.01%
40,518
+335
160 161
162
163 164