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
2276
$9.52M ﹤0.01%
323,629
-69,165
2277
$9.52M ﹤0.01%
421,144
+350,714
2278
$9.51M ﹤0.01%
1,150,427
+14,493
2279
$9.49M ﹤0.01%
423,236
+34,848
2280
$9.49M ﹤0.01%
202,072
+133,952
2281
$9.49M ﹤0.01%
206,018
+98,118
2282
$9.47M ﹤0.01%
220,487
+30,737
2283
$9.46M ﹤0.01%
213,558
+127,446
2284
$9.46M ﹤0.01%
356,862
+246,987
2285
$9.4M ﹤0.01%
417,140
+38,297
2286
$9.39M ﹤0.01%
409,401
+403,997
2287
$9.39M ﹤0.01%
374,670
+129,558
2288
$9.39M ﹤0.01%
210,790
+16,560
2289
$9.39M ﹤0.01%
683,682
+19,455
2290
$9.38M ﹤0.01%
87,244
+12,884
2291
$9.38M ﹤0.01%
851,179
+175,170
2292
$9.38M ﹤0.01%
279,803
+35,544
2293
$9.37M ﹤0.01%
248,986
+64,755
2294
$9.36M ﹤0.01%
151,226
+37,575
2295
$9.34M ﹤0.01%
142,953
+91,776
2296
$9.29M ﹤0.01%
176,233
-239,787
2297
$9.29M ﹤0.01%
966,849
+638,459
2298
$9.28M ﹤0.01%
1,096,403
+359,100
2299
$9.26M ﹤0.01%
272,214
+69,853
2300
$9.26M ﹤0.01%
175,974
+80,164