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
4276
$1.16M ﹤0.01%
327,362
+824
4277
$1.16M ﹤0.01%
95,164
+50,466
4278
$1.15M ﹤0.01%
47,664
+40,005
4279
$1.15M ﹤0.01%
83,069
-6,438
4280
$1.15M ﹤0.01%
124,673
-6,266
4281
$1.15M ﹤0.01%
139,941
+900
4282
$1.15M ﹤0.01%
10,551
-8,862
4283
$1.15M ﹤0.01%
168,490
+90,940
4284
$1.15M ﹤0.01%
237,230
-144,009
4285
$1.14M ﹤0.01%
270,608
+16,781
4286
$1.14M ﹤0.01%
43,209
+22,953
4287
$1.14M ﹤0.01%
122,128
+26,336
4288
$1.14M ﹤0.01%
14,529
+3,490
4289
$1.14M ﹤0.01%
133,682
-21,863
4290
$1.14M ﹤0.01%
81,302
+3,762
4291
$1.14M ﹤0.01%
137,630
+125,894
4292
$1.13M ﹤0.01%
36,038
-6,964
4293
$1.13M ﹤0.01%
39,596
+35,172
4294
$1.13M ﹤0.01%
79,425
-15,813
4295
$1.13M ﹤0.01%
3,429
+2,793
4296
$1.13M ﹤0.01%
36,147
+3,538
4297
$1.13M ﹤0.01%
98,948
-28,574
4298
$1.12M ﹤0.01%
93,176
-3,918
4299
$1.12M ﹤0.01%
99,569
+32,181
4300
$1.12M ﹤0.01%
77,967
+65,886
170 171
172
173 174