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
4076
$1.52M ﹤0.01%
30,293
-399
4077
$1.51M ﹤0.01%
44,615
+25,315
4078
$1.51M ﹤0.01%
60,463
+2,977
4079
$1.5M ﹤0.01%
103,299
+97,885
4080
$1.5M ﹤0.01%
176,117
-4,739
4081
$1.5M ﹤0.01%
+69,259
4082
$1.5M ﹤0.01%
196,230
+145,633
4083
$1.5M ﹤0.01%
61,713
-4,062
4084
$1.5M ﹤0.01%
149,729
+71,169
4085
$1.5M ﹤0.01%
102,523
+36,538
4086
$1.49M ﹤0.01%
28,515
-2,182
4087
$1.49M ﹤0.01%
33,803
-4,566
4088
$1.49M ﹤0.01%
91,364
-28,299
4089
$1.48M ﹤0.01%
7,327
+5,232
4090
$1.48M ﹤0.01%
146
+83
4091
$1.48M ﹤0.01%
124,011
+35,534
4092
$1.47M ﹤0.01%
56,906
+45,135
4093
$1.47M ﹤0.01%
62,753
-2,169
4094
$1.47M ﹤0.01%
104,297
+37,911
4095
$1.47M ﹤0.01%
33,794
-2,369
4096
$1.47M ﹤0.01%
132,805
+72,678
4097
$1.46M ﹤0.01%
88,276
+17,864
4098
$1.46M ﹤0.01%
110,714
+9,558
4099
$1.46M ﹤0.01%
105,966
-27,007
4100
$1.45M ﹤0.01%
65,695
+59,184
162 163
164
165 166