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
2501
$7.72M ﹤0.01%
350,112
+156,440
2502
$7.72M ﹤0.01%
47,865
-71,098
2503
$7.71M ﹤0.01%
482,320
-124,207
2504
$7.71M ﹤0.01%
147,565
+22,257
2505
$7.7M ﹤0.01%
442,323
+15,634
2506
$7.69M ﹤0.01%
872,059
+746,763
2507
$7.68M ﹤0.01%
229,999
+81,616
2508
$7.68M ﹤0.01%
123,199
+52,914
2509
$7.68M ﹤0.01%
124,134
+65,086
2510
$7.67M ﹤0.01%
521,010
-117,542
2511
$7.67M ﹤0.01%
6,668,296
+4,266,853
2512
$7.65M ﹤0.01%
347,348
+256,773
2513
$7.65M ﹤0.01%
1,800,738
+1,776,239
2514
$7.65M ﹤0.01%
140,611
-7,737
2515
$7.64M ﹤0.01%
138,872
+2,347
2516
$7.62M ﹤0.01%
258,599
-34,364
2517
$7.6M ﹤0.01%
122,954
+14,228
2518
$7.6M ﹤0.01%
407,096
-532,932
2519
$7.59M ﹤0.01%
405,735
+155,898
2520
$7.57M ﹤0.01%
717,812
-420,888
2521
$7.57M ﹤0.01%
584,261
+189,706
2522
$7.57M ﹤0.01%
697,929
+42,460
2523
$7.56M ﹤0.01%
250,795
-42,378
2524
$7.56M ﹤0.01%
1,520,821
+77,726
2525
$7.56M ﹤0.01%
493,028
-20,767
99 100
101
102 103