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
2551
$7.39M ﹤0.01%
1,109,850
+861,160
2552
$7.38M ﹤0.01%
1,212,240
-34,307
2553
$7.37M ﹤0.01%
128,754
+24,071
2554
$7.37M ﹤0.01%
1,579,043
+689,726
2555
$7.36M ﹤0.01%
447,171
+337,143
2556
$7.36M ﹤0.01%
208,853
+11,553
2557
$7.35M ﹤0.01%
475,581
-145,864
2558
$7.35M ﹤0.01%
513,614
+14,189
2559
$7.33M ﹤0.01%
171,263
-8,270
2560
$7.33M ﹤0.01%
220,984
+48,328
2561
$7.33M ﹤0.01%
572,380
+387,724
2562
$7.33M ﹤0.01%
99,605
-11,780
2563
$7.29M ﹤0.01%
329,310
+328,626
2564
$7.28M ﹤0.01%
162,868
+122,008
2565
$7.26M ﹤0.01%
255,112
+63,392
2566
$7.25M ﹤0.01%
314,094
+43,279
2567
$7.25M ﹤0.01%
409,512
-67,459
2568
$7.24M ﹤0.01%
324,090
+79,908
2569
$7.24M ﹤0.01%
279,614
+214,797
2570
$7.22M ﹤0.01%
70,041
+11,502
2571
$7.22M ﹤0.01%
214,873
+134,615
2572
$7.21M ﹤0.01%
380,938
+175,666
2573
$7.21M ﹤0.01%
402,687
-511,483
2574
$7.21M ﹤0.01%
205,486
+169,866
2575
$7.2M ﹤0.01%
204,062
+87,608
101 102
103
104 105