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
2226
$9.96M ﹤0.01%
750,450
+481,801
2227
$9.96M ﹤0.01%
393,387
+173,606
2228
$9.95M ﹤0.01%
183,129
+70,587
2229
$9.95M ﹤0.01%
1,425,280
+19,712
2230
$9.94M ﹤0.01%
177,403
+25,405
2231
$9.93M ﹤0.01%
300,276
-295,801
2232
$9.92M ﹤0.01%
507,433
+69,855
2233
$9.91M ﹤0.01%
95,007
+6,780
2234
$9.91M ﹤0.01%
717,659
+504,330
2235
$9.91M ﹤0.01%
230,166
+31,777
2236
$9.9M ﹤0.01%
961,615
-179,525
2237
$9.9M ﹤0.01%
227,118
-41,009
2238
$9.9M ﹤0.01%
95,727
+29,504
2239
$9.9M ﹤0.01%
495,296
+253,088
2240
$9.88M ﹤0.01%
820,863
+472,533
2241
$9.87M ﹤0.01%
2,390,832
+2,027,775
2242
$9.87M ﹤0.01%
127,751
-137,094
2243
$9.86M ﹤0.01%
416,864
+386,179
2244
$9.8M ﹤0.01%
63,789
+3,875
2245
$9.8M ﹤0.01%
1,084,872
+56,370
2246
$9.78M ﹤0.01%
207,920
+4,048
2247
$9.78M ﹤0.01%
28,374
+6,671
2248
$9.77M ﹤0.01%
265,197
+80,150
2249
$9.77M ﹤0.01%
197,294
-10,847
2250
$9.76M ﹤0.01%
127,854
+54,597
88 89
90
91 92