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
1676
$16.9M 0.01%
468,115
-1,252,188
1677
$16.8M 0.01%
213,795
+20,892
1678
$16.8M 0.01%
1,700,425
+915,337
1679
$16.8M 0.01%
680,287
+217,004
1680
$16.8M 0.01%
591,368
+113,290
1681
$16.8M 0.01%
556,990
-24,615
1682
$16.8M 0.01%
402,262
+249,330
1683
$16.7M 0.01%
110,282
+96,280
1684
$16.7M 0.01%
102,327
+25,129
1685
$16.7M 0.01%
243,480
-340,122
1686
$16.7M 0.01%
486,180
+278,916
1687
$16.7M 0.01%
682,085
+29,379
1688
$16.7M 0.01%
891,224
-666,032
1689
$16.6M 0.01%
278,524
-21,598
1690
$16.6M 0.01%
211,756
+150,814
1691
$16.6M 0.01%
1,037,082
-289,059
1692
$16.6M 0.01%
706,292
-14,335
1693
$16.6M 0.01%
1,293,644
+238,255
1694
$16.6M 0.01%
259,963
-18,513
1695
$16.6M 0.01%
4,745,326
+404,941
1696
$16.6M 0.01%
11,822
+1,880
1697
$16.6M 0.01%
1,278,390
+30,070
1698
$16.5M 0.01%
1,186,129
+817,785
1699
$16.5M 0.01%
812,775
+33,037
1700
$16.5M 0.01%
291,156
+32,798