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
4501
$856K ﹤0.01%
59,496
-5,626
4502
$855K ﹤0.01%
61,738
+53,652
4503
$854K ﹤0.01%
40,236
-4,928
4504
$854K ﹤0.01%
9,084
+6,737
4505
$853K ﹤0.01%
64,776
+57,319
4506
$849K ﹤0.01%
15,109
-13,519
4507
$848K ﹤0.01%
280,790
-83,821
4508
$846K ﹤0.01%
21,210
+3,751
4509
$846K ﹤0.01%
62,375
+7,730
4510
$845K ﹤0.01%
31,133
+26,812
4511
$845K ﹤0.01%
36,697
+33,339
4512
$845K ﹤0.01%
62,882
+56,134
4513
$843K ﹤0.01%
105,438
+734
4514
$841K ﹤0.01%
74,071
+67,186
4515
$840K ﹤0.01%
108,943
+20,427
4516
$837K ﹤0.01%
88,699
-13,526
4517
$836K ﹤0.01%
54,791
+1,695
4518
$835K ﹤0.01%
32,495
+562
4519
$834K ﹤0.01%
92,893
+44,315
4520
$833K ﹤0.01%
40,576
-22,740
4521
$832K ﹤0.01%
51,779
-3,995
4522
$832K ﹤0.01%
52,993
+7,204
4523
$831K ﹤0.01%
33,968
+23,677
4524
$830K ﹤0.01%
30,171
+11,381
4525
$829K ﹤0.01%
9,019
+3,044
179 180
181
182 183