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
2476
$7.93M ﹤0.01%
326,639
+26,595
2477
$7.91M ﹤0.01%
115,526
+7,356
2478
$7.91M ﹤0.01%
326,610
-118,146
2479
$7.91M ﹤0.01%
136,899
-10,035
2480
$7.91M ﹤0.01%
208,871
-5,312
2481
$7.9M ﹤0.01%
232,504
+44,888
2482
$7.88M ﹤0.01%
389,668
+91,940
2483
$7.88M ﹤0.01%
731,753
+13,967
2484
$7.88M ﹤0.01%
87,410
+14,495
2485
$7.88M ﹤0.01%
357,448
+226,438
2486
$7.88M ﹤0.01%
1,486,438
-480,967
2487
$7.88M ﹤0.01%
184,448
+102,529
2488
$7.86M ﹤0.01%
120,378
-134,422
2489
$7.83M ﹤0.01%
302,752
+190,332
2490
$7.82M ﹤0.01%
93,224
+84,159
2491
$7.81M ﹤0.01%
230,399
+29,568
2492
$7.8M ﹤0.01%
234,759
+147,183
2493
$7.8M ﹤0.01%
220,593
+220,426
2494
$7.79M ﹤0.01%
156,960
+55,355
2495
$7.78M ﹤0.01%
295,399
+84,392
2496
$7.75M ﹤0.01%
150,273
-411,375
2497
$7.75M ﹤0.01%
292,719
-279,277
2498
$7.75M ﹤0.01%
787,915
-33,794
2499
$7.74M ﹤0.01%
162,180
+121,584
2500
$7.74M ﹤0.01%
141,809
-38,146
98 99
100
101 102