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
4526
$826K ﹤0.01%
16,794
+16,608
4527
$825K ﹤0.01%
42,606
-138,510
4528
$825K ﹤0.01%
31,741
+16,547
4529
$823K ﹤0.01%
24,932
+23,338
4530
$823K ﹤0.01%
186,777
+115,486
4531
$821K ﹤0.01%
154,997
+44,082
4532
$821K ﹤0.01%
17,490
+16,393
4533
$821K ﹤0.01%
22,256
-132,135
4534
$820K ﹤0.01%
110,861
+95,074
4535
$819K ﹤0.01%
52,826
+48,804
4536
$814K ﹤0.01%
31,600
-9,689
4537
$814K ﹤0.01%
28,110
+22,014
4538
$810K ﹤0.01%
48,924
-12,853
4539
$809K ﹤0.01%
73,583
+64,594
4540
$808K ﹤0.01%
32,710
+27,130
4541
$806K ﹤0.01%
671,904
+445,324
4542
$805K ﹤0.01%
64,885
-5,568
4543
$800K ﹤0.01%
40,930
+30,403
4544
$800K ﹤0.01%
210,523
-14,294
4545
$799K ﹤0.01%
93,373
+27,465
4546
$797K ﹤0.01%
55,431
-4,800
4547
$795K ﹤0.01%
40,251
+27,367
4548
$792K ﹤0.01%
25,989
-824
4549
$791K ﹤0.01%
31,360
+17,186
4550
$790K ﹤0.01%
158,261
+42,503
180 181
182
183 184