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
4401
$973K ﹤0.01%
27,428
-5,376
4402
$970K ﹤0.01%
23,290
-2,740
4403
$966K ﹤0.01%
64,608
+60,551
4404
$965K ﹤0.01%
12,730
-15,793
4405
$964K ﹤0.01%
6,837
+5,645
4406
$963K ﹤0.01%
137,755
+123,660
4407
$962K ﹤0.01%
5,955
+3,800
4408
$962K ﹤0.01%
217,359
-20,951
4409
$961K ﹤0.01%
25,231
-45,106
4410
$960K ﹤0.01%
77,146
-11,895
4411
$958K ﹤0.01%
389,394
+81,994
4412
$956K ﹤0.01%
105,362
+31,559
4413
$956K ﹤0.01%
27,366
+19,947
4414
$955K ﹤0.01%
6,636
-297
4415
$954K ﹤0.01%
123,862
+107,139
4416
$953K ﹤0.01%
17,596
+14,287
4417
$952K ﹤0.01%
59,288
-105,240
4418
$951K ﹤0.01%
34,175
+26,820
4419
$951K ﹤0.01%
22,593
+20,073
4420
$948K ﹤0.01%
49,788
+17,205
4421
$948K ﹤0.01%
54,611
+46,851
4422
$948K ﹤0.01%
102,548
+95,840
4423
$947K ﹤0.01%
8,451
-21,528
4424
$947K ﹤0.01%
38,364
-1,181
4425
$944K ﹤0.01%
26,090
+21,454
175 176
177
178 179