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
2326
$9.05M ﹤0.01%
11,324
+7,401
2327
$9.04M ﹤0.01%
323,333
-29,607
2328
$9.04M ﹤0.01%
653,371
-14,038
2329
$9.04M ﹤0.01%
229,037
+51,544
2330
$9.03M ﹤0.01%
557,113
+166,769
2331
$9.02M ﹤0.01%
304,436
+86,268
2332
$9M ﹤0.01%
507,792
-15,711
2333
$8.99M ﹤0.01%
495,224
+73,817
2334
$8.99M ﹤0.01%
269,919
+56,674
2335
$8.98M ﹤0.01%
229,533
-7,296
2336
$8.98M ﹤0.01%
221,164
+69,294
2337
$8.98M ﹤0.01%
311,612
+238,188
2338
$8.97M ﹤0.01%
512,563
-102,222
2339
$8.97M ﹤0.01%
302,107
+301,953
2340
$8.96M ﹤0.01%
1,001,020
-103,109
2341
$8.94M ﹤0.01%
239,403
+173,637
2342
$8.94M ﹤0.01%
9,791
-233
2343
$8.93M ﹤0.01%
448,274
-168,787
2344
$8.91M ﹤0.01%
761,904
+15,761
2345
$8.91M ﹤0.01%
204,783
+100,156
2346
$8.91M ﹤0.01%
186,304
+18,317
2347
$8.9M ﹤0.01%
11,096
+1,814
2348
$8.9M ﹤0.01%
558,748
-150,280
2349
$8.88M ﹤0.01%
131,566
+109,575
2350
$8.88M ﹤0.01%
55,345
-16,138
92 93
94
95 96