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
2376
$8.69M ﹤0.01%
275,495
-174,154
2377
$8.69M ﹤0.01%
269,976
+76,470
2378
$8.67M ﹤0.01%
379,144
+51,590
2379
$8.67M ﹤0.01%
208,050
+138,912
2380
$8.66M ﹤0.01%
342,980
+178,355
2381
$8.65M ﹤0.01%
663,041
+292,339
2382
$8.65M ﹤0.01%
308,060
+278,879
2383
$8.64M ﹤0.01%
388,310
-194,949
2384
$8.63M ﹤0.01%
24,383
+24,103
2385
$8.63M ﹤0.01%
189,164
+36,626
2386
$8.62M ﹤0.01%
790,411
+39,546
2387
$8.62M ﹤0.01%
361,035
-211,610
2388
$8.62M ﹤0.01%
135,971
+74,666
2389
$8.61M ﹤0.01%
200,672
+21,258
2390
$8.59M ﹤0.01%
457,220
+31,474
2391
$8.57M ﹤0.01%
259,433
+233,458
2392
$8.56M ﹤0.01%
298,667
+50,193
2393
$8.56M ﹤0.01%
337,522
-2,567
2394
$8.55M ﹤0.01%
177,065
+147,854
2395
$8.55M ﹤0.01%
491,396
+345,552
2396
$8.54M ﹤0.01%
473,401
+191,480
2397
$8.53M ﹤0.01%
359,622
+293,185
2398
$8.53M ﹤0.01%
476,565
+159,341
2399
$8.53M ﹤0.01%
116,113
+49,738
2400
$8.52M ﹤0.01%
662,213
-217,674
94 95
96
97 98