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
4601
$725K ﹤0.01%
8,342
+7,394
4602
$724K ﹤0.01%
46,979
+5,584
4603
$722K ﹤0.01%
26,243
+22,592
4604
$721K ﹤0.01%
32,238
+7,275
4605
$720K ﹤0.01%
14,270
+382
4606
$718K ﹤0.01%
117,062
-20,184
4607
$718K ﹤0.01%
256,180
+98,905
4608
$716K ﹤0.01%
65,794
-5,626
4609
$714K ﹤0.01%
171,560
+46,600
4610
$714K ﹤0.01%
19,276
-31,436
4611
$713K ﹤0.01%
+26,361
4612
$713K ﹤0.01%
167,679
+159,289
4613
$706K ﹤0.01%
89,608
+84,557
4614
$706K ﹤0.01%
24,085
+18,076
4615
$705K ﹤0.01%
75,127
+70,278
4616
$705K ﹤0.01%
13,460
+12,555
4617
$705K ﹤0.01%
117,462
+68,194
4618
$704K ﹤0.01%
58,444
+54,044
4619
$703K ﹤0.01%
69,940
+65,048
4620
$703K ﹤0.01%
327,104
+162,672
4621
$702K ﹤0.01%
452,826
+309,300
4622
$702K ﹤0.01%
24,873
+22,665
4623
$701K ﹤0.01%
63,776
+59,041
4624
$701K ﹤0.01%
6,980
+5,595
4625
$701K ﹤0.01%
112,230
+66,680
183 184
185
186 187