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
4126
$1.4M ﹤0.01%
15,002
+4,262
4127
$1.4M ﹤0.01%
557,031
+556,862
4128
$1.4M ﹤0.01%
53,641
-16,726
4129
$1.4M ﹤0.01%
56,556
+27,503
4130
$1.4M ﹤0.01%
15,620
+13,092
4131
$1.39M ﹤0.01%
188,361
+135,082
4132
$1.39M ﹤0.01%
129,139
+120,230
4133
$1.39M ﹤0.01%
37,539
-11,245
4134
$1.39M ﹤0.01%
105,635
+45,580
4135
$1.39M ﹤0.01%
19,417
+10,802
4136
$1.39M ﹤0.01%
89,269
+47,042
4137
$1.38M ﹤0.01%
17,119
-3,762
4138
$1.38M ﹤0.01%
77,905
+30,592
4139
$1.38M ﹤0.01%
29,840
-29,187
4140
$1.38M ﹤0.01%
13,851
+8,347
4141
$1.37M ﹤0.01%
96,672
+73,730
4142
$1.37M ﹤0.01%
365,667
+123,394
4143
$1.36M ﹤0.01%
41,678
-7,769
4144
$1.36M ﹤0.01%
30,788
+3,144
4145
$1.36M ﹤0.01%
48,530
-86,614
4146
$1.36M ﹤0.01%
45,386
+14,243
4147
$1.36M ﹤0.01%
51,293
+14,119
4148
$1.36M ﹤0.01%
12,628
+5,896
4149
$1.36M ﹤0.01%
20,756
+32
4150
$1.35M ﹤0.01%
162,709
+131,871
164 165
166
167 168