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
2301
$9.24M ﹤0.01%
186,399
+141,145
2302
$9.24M ﹤0.01%
10,215
-4,569
2303
$9.23M ﹤0.01%
373,315
+162,409
2304
$9.23M ﹤0.01%
105,593
+48,700
2305
$9.22M ﹤0.01%
272,130
-47,018
2306
$9.22M ﹤0.01%
258,111
+100,332
2307
$9.22M ﹤0.01%
371,529
+146,048
2308
$9.21M ﹤0.01%
1,201,767
-50,585
2309
$9.2M ﹤0.01%
293,793
+72,165
2310
$9.2M ﹤0.01%
224,261
+86,157
2311
$9.18M ﹤0.01%
1,049,423
+213,230
2312
$9.17M ﹤0.01%
210,828
+81,372
2313
$9.17M ﹤0.01%
322,886
+97,786
2314
$9.16M ﹤0.01%
263,151
+34,315
2315
$9.16M ﹤0.01%
557,667
+40,024
2316
$9.14M ﹤0.01%
321,324
+291,714
2317
$9.14M ﹤0.01%
78,149
+36,259
2318
$9.13M ﹤0.01%
456,447
+59,508
2319
$9.11M ﹤0.01%
816,993
+252,136
2320
$9.1M ﹤0.01%
644,961
-66,705
2321
$9.06M ﹤0.01%
90,007
-51,247
2322
$9.06M ﹤0.01%
360,628
+53,621
2323
$9.06M ﹤0.01%
288,881
+225,802
2324
$9.06M ﹤0.01%
77,734
+51,868
2325
$9.05M ﹤0.01%
337,852
+258,266