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
2851
$5.48M ﹤0.01%
158,085
+83,262
2852
$5.47M ﹤0.01%
147,211
+33,643
2853
$5.46M ﹤0.01%
154,815
+111,463
2854
$5.45M ﹤0.01%
601,211
+19,950
2855
$5.45M ﹤0.01%
147,839
+112,754
2856
$5.44M ﹤0.01%
128,559
+78,608
2857
$5.42M ﹤0.01%
230,332
+130,790
2858
$5.42M ﹤0.01%
+349,377
2859
$5.42M ﹤0.01%
82,555
+32,364
2860
$5.41M ﹤0.01%
107,934
+75,424
2861
$5.4M ﹤0.01%
177,139
+149,017
2862
$5.4M ﹤0.01%
489,377
+29,237
2863
$5.4M ﹤0.01%
18,983
+16,067
2864
$5.4M ﹤0.01%
1,183,587
+390,964
2865
$5.39M ﹤0.01%
112,052
+12,713
2866
$5.38M ﹤0.01%
100,346
-120,729
2867
$5.37M ﹤0.01%
368,326
+68,768
2868
$5.37M ﹤0.01%
358,921
+274,665
2869
$5.36M ﹤0.01%
56,688
+40,352
2870
$5.34M ﹤0.01%
1,383,593
+124,265
2871
$5.33M ﹤0.01%
95,871
+47,637
2872
$5.33M ﹤0.01%
108,854
+22,195
2873
$5.33M ﹤0.01%
120,555
+112,487
2874
$5.32M ﹤0.01%
248,618
-144,781
2875
$5.32M ﹤0.01%
+219,134