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
2526
$7.55M ﹤0.01%
391,329
-4,943
2527
$7.54M ﹤0.01%
266,241
+163,299
2528
$7.53M ﹤0.01%
475,818
-168,387
2529
$7.53M ﹤0.01%
14,700
+2,576
2530
$7.52M ﹤0.01%
232,883
-240,236
2531
$7.51M ﹤0.01%
208,613
-35,833
2532
$7.51M ﹤0.01%
394,188
-103,475
2533
$7.51M ﹤0.01%
340,203
-202,467
2534
$7.5M ﹤0.01%
596,958
+443,683
2535
$7.49M ﹤0.01%
141,876
-121,711
2536
$7.47M ﹤0.01%
208,970
-117,590
2537
$7.46M ﹤0.01%
437,251
+381,817
2538
$7.45M ﹤0.01%
324,908
+277,357
2539
$7.45M ﹤0.01%
219,511
+156,711
2540
$7.44M ﹤0.01%
179,915
-86,905
2541
$7.43M ﹤0.01%
87,591
+3,178
2542
$7.43M ﹤0.01%
295,259
+20,547
2543
$7.42M ﹤0.01%
491,844
+46,012
2544
$7.41M ﹤0.01%
64,659
+19,777
2545
$7.4M ﹤0.01%
698,499
+111,911
2546
$7.4M ﹤0.01%
407,571
+36,734
2547
$7.4M ﹤0.01%
578,377
-336,548
2548
$7.39M ﹤0.01%
50,185
+42,438
2549
$7.39M ﹤0.01%
544,401
+207,193
2550
$7.39M ﹤0.01%
282,338
+138,111
100 101
102
103 104