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
4051
$1.57M ﹤0.01%
357,143
+191,443
4052
$1.57M ﹤0.01%
141,197
-643
4053
$1.56M ﹤0.01%
47,519
+37,697
4054
$1.56M ﹤0.01%
92,141
+76,215
4055
$1.56M ﹤0.01%
99,604
+74,042
4056
$1.56M ﹤0.01%
75,352
+38,855
4057
$1.56M ﹤0.01%
69,545
+20,350
4058
$1.55M ﹤0.01%
50,179
-40,324
4059
$1.55M ﹤0.01%
109,194
-9,738
4060
$1.55M ﹤0.01%
97,456
+88,265
4061
$1.55M ﹤0.01%
110,642
+1,280
4062
$1.54M ﹤0.01%
195,408
-96,048
4063
$1.54M ﹤0.01%
21,234
+10,677
4064
$1.54M ﹤0.01%
50,818
+26,529
4065
$1.54M ﹤0.01%
288,375
-9,627
4066
$1.54M ﹤0.01%
80,725
+59,530
4067
$1.54M ﹤0.01%
418,506
+373,238
4068
$1.53M ﹤0.01%
126,871
-129,196
4069
$1.53M ﹤0.01%
76,516
+70,210
4070
$1.53M ﹤0.01%
25,513
+14,951
4071
$1.53M ﹤0.01%
95,628
+73,080
4072
$1.52M ﹤0.01%
135,350
+112,278
4073
$1.52M ﹤0.01%
25,057
+431
4074
$1.52M ﹤0.01%
47,417
+21,373
4075
$1.52M ﹤0.01%
35,389
-5,487
161 162
163
164 165