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
2876
$5.32M ﹤0.01%
3,744,106
-838,042
2877
$5.31M ﹤0.01%
143,957
+74,027
2878
$5.3M ﹤0.01%
78,460
+28,898
2879
$5.3M ﹤0.01%
86,623
+21,497
2880
$5.3M ﹤0.01%
232,908
-22,730
2881
$5.3M ﹤0.01%
64,972
-80,596
2882
$5.29M ﹤0.01%
158,121
+105,363
2883
$5.28M ﹤0.01%
99,239
+86,406
2884
$5.28M ﹤0.01%
523,295
-102,265
2885
$5.27M ﹤0.01%
326,108
-40,763
2886
$5.24M ﹤0.01%
318,234
+203,268
2887
$5.24M ﹤0.01%
84,817
+3,560
2888
$5.23M ﹤0.01%
137,516
+98,185
2889
$5.23M ﹤0.01%
231,159
+105,367
2890
$5.23M ﹤0.01%
169,697
+73,535
2891
$5.23M ﹤0.01%
343,022
+197,185
2892
$5.22M ﹤0.01%
431,774
-51,271
2893
$5.22M ﹤0.01%
86,701
-510,328
2894
$5.22M ﹤0.01%
200,958
+183,784
2895
$5.22M ﹤0.01%
108,734
+86,099
2896
$5.21M ﹤0.01%
138,331
+40,360
2897
$5.21M ﹤0.01%
425,753
+5,717
2898
$5.2M ﹤0.01%
48,392
+11,908
2899
$5.2M ﹤0.01%
383,941
+266,302
2900
$5.2M ﹤0.01%
93,098
+14,118