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
4151
$1.35M ﹤0.01%
72,920
+48,814
4152
$1.35M ﹤0.01%
54,093
+27,323
4153
$1.35M ﹤0.01%
63,602
-57,790
4154
$1.35M ﹤0.01%
278,261
+137,091
4155
$1.35M ﹤0.01%
67,539
-346,166
4156
$1.35M ﹤0.01%
57,305
+35,338
4157
$1.35M ﹤0.01%
62,713
+36,600
4158
$1.35M ﹤0.01%
110,356
+90,208
4159
$1.34M ﹤0.01%
17,329
+103
4160
$1.34M ﹤0.01%
137,909
+7,722
4161
$1.34M ﹤0.01%
82,675
-32,844
4162
$1.34M ﹤0.01%
381,058
+192,257
4163
$1.34M ﹤0.01%
130,296
+32,931
4164
$1.34M ﹤0.01%
46,781
+38,499
4165
$1.34M ﹤0.01%
59,163
+1,400
4166
$1.33M ﹤0.01%
60,069
+9,993
4167
$1.33M ﹤0.01%
103,862
+8,037
4168
$1.33M ﹤0.01%
56,727
-3,984
4169
$1.33M ﹤0.01%
135,198
+125,695
4170
$1.33M ﹤0.01%
123,120
-12,320
4171
$1.32M ﹤0.01%
160,830
+57,648
4172
$1.32M ﹤0.01%
44,670
-378
4173
$1.32M ﹤0.01%
343,099
+166,953
4174
$1.32M ﹤0.01%
27,653
-339
4175
$1.32M ﹤0.01%
333,605
+248,727
165 166
167
168 169