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
4226
$1.24M ﹤0.01%
132,139
+78,270
4227
$1.24M ﹤0.01%
16,767
-22,617
4228
$1.23M ﹤0.01%
163,519
-61,891
4229
$1.23M ﹤0.01%
35,270
-210,251
4230
$1.23M ﹤0.01%
58,655
-12,484
4231
$1.23M ﹤0.01%
32,754
+25,271
4232
$1.23M ﹤0.01%
176,613
+148,279
4233
$1.22M ﹤0.01%
155,524
+138,593
4234
$1.22M ﹤0.01%
45,504
+42,274
4235
$1.22M ﹤0.01%
33,750
+30,628
4236
$1.22M ﹤0.01%
47,857
+10,182
4237
$1.22M ﹤0.01%
84,222
+9,658
4238
$1.22M ﹤0.01%
9,938
+8,391
4239
$1.22M ﹤0.01%
12,062
+5,129
4240
$1.22M ﹤0.01%
24,948
+18,165
4241
$1.22M ﹤0.01%
274,305
+154,843
4242
$1.21M ﹤0.01%
50,910
+38,802
4243
$1.21M ﹤0.01%
16,440
-7,369
4244
$1.21M ﹤0.01%
34,826
+25,937
4245
$1.21M ﹤0.01%
82,157
-1,976
4246
$1.21M ﹤0.01%
163,789
-4,618
4247
$1.21M ﹤0.01%
74,142
-31,683
4248
$1.2M ﹤0.01%
93,435
+21,244
4249
$1.2M ﹤0.01%
37,689
-8,063
4250
$1.2M ﹤0.01%
76,055
-42,859
168 169
170
171 172