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
2251
$9.74M ﹤0.01%
352,442
+177,990
2252
$9.72M ﹤0.01%
241,139
+74,198
2253
$9.7M ﹤0.01%
423,293
+325,038
2254
$9.69M ﹤0.01%
389,798
+82,289
2255
$9.68M ﹤0.01%
364,146
-173,937
2256
$9.68M ﹤0.01%
229,009
+32,231
2257
$9.67M ﹤0.01%
153,517
+93,047
2258
$9.66M ﹤0.01%
954,490
+750,561
2259
$9.65M ﹤0.01%
103,965
+31,783
2260
$9.63M ﹤0.01%
1,719,848
-262,742
2261
$9.63M ﹤0.01%
156,426
-276
2262
$9.63M ﹤0.01%
197,861
-2,036
2263
$9.63M ﹤0.01%
99,430
+64,787
2264
$9.63M ﹤0.01%
104,187
+37,126
2265
$9.62M ﹤0.01%
530,110
+390,673
2266
$9.61M ﹤0.01%
454,653
+291,905
2267
$9.6M ﹤0.01%
246,164
-97,861
2268
$9.59M ﹤0.01%
189,522
+108,418
2269
$9.59M ﹤0.01%
298,973
-61,727
2270
$9.57M ﹤0.01%
136,060
+86,127
2271
$9.56M ﹤0.01%
302,136
+236,338
2272
$9.56M ﹤0.01%
298,908
+214,770
2273
$9.56M ﹤0.01%
488,025
-371,395
2274
$9.56M ﹤0.01%
816,911
-79,907
2275
$9.55M ﹤0.01%
561,979
+17,433