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
4201
$1.28M ﹤0.01%
95,919
+9,870
4202
$1.28M ﹤0.01%
50,534
+22,668
4203
$1.27M ﹤0.01%
156,091
-25,446
4204
$1.27M ﹤0.01%
82,701
+78,436
4205
$1.27M ﹤0.01%
176,122
+126,303
4206
$1.27M ﹤0.01%
101,378
+89,936
4207
$1.27M ﹤0.01%
25,551
+1,000
4208
$1.27M ﹤0.01%
4,115
+3,009
4209
$1.27M ﹤0.01%
87,344
+47,667
4210
$1.27M ﹤0.01%
119,867
-3,203
4211
$1.27M ﹤0.01%
122,615
+56,332
4212
$1.27M ﹤0.01%
22,615
-763
4213
$1.26M ﹤0.01%
414,550
+81,916
4214
$1.26M ﹤0.01%
95,345
+35,569
4215
$1.26M ﹤0.01%
96,816
+89,016
4216
$1.26M ﹤0.01%
224,834
-21,974
4217
$1.26M ﹤0.01%
317,327
-345,241
4218
$1.25M ﹤0.01%
35,403
+29,775
4219
$1.25M ﹤0.01%
144,620
-22,968
4220
$1.25M ﹤0.01%
99,784
+85,138
4221
$1.25M ﹤0.01%
44,881
+13,573
4222
$1.24M ﹤0.01%
30,060
+90
4223
$1.24M ﹤0.01%
133,521
+105,112
4224
$1.24M ﹤0.01%
122,465
+6,716
4225
$1.24M ﹤0.01%
71,875
+11,557
167 168
169
170 171