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
4676
$654K ﹤0.01%
50,478
+2,029
4677
$651K ﹤0.01%
40,496
+36,048
4678
$650K ﹤0.01%
41,004
+32,252
4679
$647K ﹤0.01%
24,237
+22,727
4680
$647K ﹤0.01%
43,944
+1,006
4681
$642K ﹤0.01%
34,200
4682
$638K ﹤0.01%
190,168
+185,304
4683
$637K ﹤0.01%
49,205
-35,786
4684
$635K ﹤0.01%
73,639
+39,177
4685
$635K ﹤0.01%
62,660
+23,636
4686
$634K ﹤0.01%
14,463
-813
4687
$634K ﹤0.01%
+38,265
4688
$633K ﹤0.01%
46,042
+39,661
4689
$633K ﹤0.01%
30,349
+897
4690
$632K ﹤0.01%
25,445
+22,986
4691
$632K ﹤0.01%
201,990
-36,150
4692
$631K ﹤0.01%
20,181
+17,725
4693
$631K ﹤0.01%
22,159
+14,172
4694
$630K ﹤0.01%
10,966
+4,460
4695
$628K ﹤0.01%
33,541
+32,897
4696
$626K ﹤0.01%
40,082
+29,930
4697
$626K ﹤0.01%
101,678
-153
4698
$625K ﹤0.01%
25,586
-19,719
4699
$625K ﹤0.01%
13,755
+10,296
4700
$625K ﹤0.01%
23,212
+22,998
186 187
188
189 190