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
2401
$8.51M ﹤0.01%
110,764
+56,738
2402
$8.5M ﹤0.01%
531,105
-502,442
2403
$8.49M ﹤0.01%
726,017
-350,837
2404
$8.48M ﹤0.01%
815,073
+477,567
2405
$8.47M ﹤0.01%
420,327
+56,228
2406
$8.46M ﹤0.01%
652,966
+37,814
2407
$8.45M ﹤0.01%
241,064
+32,842
2408
$8.45M ﹤0.01%
649,661
-341,289
2409
$8.44M ﹤0.01%
200,862
+25,596
2410
$8.43M ﹤0.01%
+343,586
2411
$8.43M ﹤0.01%
174,170
+57,609
2412
$8.43M ﹤0.01%
352,292
+100,949
2413
$8.41M ﹤0.01%
116,746
-299,923
2414
$8.41M ﹤0.01%
1,325,046
+466,146
2415
$8.41M ﹤0.01%
864,695
-15,366
2416
$8.4M ﹤0.01%
365,554
+356,643
2417
$8.4M ﹤0.01%
562,959
+411,696
2418
$8.4M ﹤0.01%
1,380,937
-114,473
2419
$8.37M ﹤0.01%
603,508
+215,167
2420
$8.34M ﹤0.01%
96,737
-10,094
2421
$8.33M ﹤0.01%
725,843
+110,123
2422
$8.32M ﹤0.01%
239,520
-29,989
2423
$8.29M ﹤0.01%
151,461
+26,773
2424
$8.29M ﹤0.01%
131,242
+76,241
2425
$8.29M ﹤0.01%
290,199
+132,850
95 96
97
98 99