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
4476
$875K ﹤0.01%
+31,655
4477
$875K ﹤0.01%
55,180
+48,641
4478
$875K ﹤0.01%
71,290
+3,924
4479
$873K ﹤0.01%
24,895
+21,693
4480
$871K ﹤0.01%
107,512
-13,026
4481
$871K ﹤0.01%
22,639
-10,125
4482
$869K ﹤0.01%
27,143
+21,272
4483
$869K ﹤0.01%
45,762
+24,334
4484
$868K ﹤0.01%
19,981
+18,553
4485
$868K ﹤0.01%
32,658
+3,786
4486
$867K ﹤0.01%
27,463
-24,778
4487
$866K ﹤0.01%
42,562
+39,276
4488
$866K ﹤0.01%
32,646
+18,591
4489
$865K ﹤0.01%
36,452
-5,144
4490
$865K ﹤0.01%
54,267
+8,710
4491
$864K ﹤0.01%
30,153
-8,853
4492
$864K ﹤0.01%
54,630
-9,673
4493
$863K ﹤0.01%
76,127
-58,123
4494
$862K ﹤0.01%
65,556
+32,307
4495
$862K ﹤0.01%
198,209
+166,929
4496
$862K ﹤0.01%
174,787
+58,807
4497
$862K ﹤0.01%
36,527
+21,325
4498
$861K ﹤0.01%
61,175
+20,571
4499
$860K ﹤0.01%
16,741
-186
4500
$858K ﹤0.01%
21,341
+5,214
178 179
180
181 182