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
4176
$1.32M ﹤0.01%
214,247
+98,095
4177
$1.31M ﹤0.01%
112,230
-48,271
4178
$1.31M ﹤0.01%
142,974
-13,918
4179
$1.31M ﹤0.01%
68,128
-20,020
4180
$1.31M ﹤0.01%
121,841
+81,043
4181
$1.31M ﹤0.01%
77,516
+62,928
4182
$1.31M ﹤0.01%
48,876
+41,881
4183
$1.31M ﹤0.01%
62,944
+62,419
4184
$1.31M ﹤0.01%
126,865
-8,560
4185
$1.31M ﹤0.01%
48,270
+18,538
4186
$1.3M ﹤0.01%
37,997
+34,013
4187
$1.3M ﹤0.01%
91,423
+39,712
4188
$1.3M ﹤0.01%
39,678
+13,405
4189
$1.3M ﹤0.01%
6,611
+2,974
4190
$1.3M ﹤0.01%
45,250
+31,490
4191
$1.3M ﹤0.01%
85,649
+76,230
4192
$1.29M ﹤0.01%
136,575
-26,476
4193
$1.29M ﹤0.01%
87,160
-129,223
4194
$1.29M ﹤0.01%
69,855
+48,006
4195
$1.29M ﹤0.01%
240,870
+52,468
4196
$1.28M ﹤0.01%
32,554
+17,058
4197
$1.28M ﹤0.01%
337,745
+281,224
4198
$1.28M ﹤0.01%
5,894
-1,841
4199
$1.28M ﹤0.01%
108,786
+81,539
4200
$1.28M ﹤0.01%
13,848
+11,565
166 167
168
169 170