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
2351
$8.88M ﹤0.01%
7,636,519
+1,933,496
2352
$8.87M ﹤0.01%
867,464
+26,804
2353
$8.87M ﹤0.01%
217,349
+100,314
2354
$8.86M ﹤0.01%
484,116
+63,756
2355
$8.85M ﹤0.01%
475,557
+178,590
2356
$8.84M ﹤0.01%
610,000
+492,635
2357
$8.84M ﹤0.01%
181,642
+120,280
2358
$8.83M ﹤0.01%
51,976
+23,900
2359
$8.82M ﹤0.01%
260,210
+35,019
2360
$8.82M ﹤0.01%
342,525
+74,556
2361
$8.81M ﹤0.01%
1,153,379
+20,551
2362
$8.78M ﹤0.01%
428,883
+2,051
2363
$8.78M ﹤0.01%
520,092
+90,593
2364
$8.75M ﹤0.01%
340,552
+157,096
2365
$8.75M ﹤0.01%
399,836
+350,888
2366
$8.75M ﹤0.01%
170,913
+98,431
2367
$8.75M ﹤0.01%
258,760
+72,450
2368
$8.74M ﹤0.01%
927,616
+550,652
2369
$8.72M ﹤0.01%
344,175
+156,808
2370
$8.72M ﹤0.01%
120,743
+43,935
2371
$8.71M ﹤0.01%
250,831
+208,002
2372
$8.71M ﹤0.01%
375,417
+364,334
2373
$8.7M ﹤0.01%
284,311
-44,254
2374
$8.69M ﹤0.01%
650,666
+212,801
2375
$8.69M ﹤0.01%
112,126
+2,969
93 94
95
96 97