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
4426
$944K ﹤0.01%
55,928
+44,398
4427
$942K ﹤0.01%
36,230
+6,384
4428
$941K ﹤0.01%
59,969
-67,420
4429
$936K ﹤0.01%
148,576
+57,753
4430
$936K ﹤0.01%
203,357
-235,683
4431
$935K ﹤0.01%
28,888
-43,284
4432
$935K ﹤0.01%
32,833
+18,357
4433
$931K ﹤0.01%
39,695
+16,477
4434
$929K ﹤0.01%
20,132
+10,347
4435
$928K ﹤0.01%
65,814
-1,508
4436
$928K ﹤0.01%
15,414
+11,876
4437
$928K ﹤0.01%
85,407
+51,388
4438
$927K ﹤0.01%
12,273
+5,076
4439
$924K ﹤0.01%
66,229
+6,638
4440
$924K ﹤0.01%
75,193
+20,784
4441
$924K ﹤0.01%
52,570
-2,284
4442
$923K ﹤0.01%
25,173
+19,003
4443
$923K ﹤0.01%
24,832
+22,553
4444
$922K ﹤0.01%
49,600
+45,082
4445
$922K ﹤0.01%
156,262
+149,372
4446
$921K ﹤0.01%
90,703
-66,465
4447
$919K ﹤0.01%
36,213
+31,502
4448
$919K ﹤0.01%
4,641
+1,450
4449
$918K ﹤0.01%
29,799
+27,626
4450
$918K ﹤0.01%
38,273
+24,989
176 177
178
179 180