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
4701
$624K ﹤0.01%
15,522
+2,686
4702
$624K ﹤0.01%
85,787
+79,473
4703
$624K ﹤0.01%
61,639
+45,321
4704
$623K ﹤0.01%
41,459
+34,749
4705
$621K ﹤0.01%
15,551
+11,047
4706
$621K ﹤0.01%
63,809
+32,088
4707
$621K ﹤0.01%
117,115
+59,327
4708
$620K ﹤0.01%
156,976
-447,382
4709
$620K ﹤0.01%
8,919
-420
4710
$620K ﹤0.01%
40,365
-7,386
4711
$619K ﹤0.01%
28,537
-732
4712
$619K ﹤0.01%
+34,146
4713
$614K ﹤0.01%
19,133
+11,882
4714
$613K ﹤0.01%
182,640
-1,623
4715
$607K ﹤0.01%
21,563
-4,849
4716
$606K ﹤0.01%
23,181
+20,872
4717
$605K ﹤0.01%
17,104
+15,896
4718
$604K ﹤0.01%
46,677
+4,001
4719
$604K ﹤0.01%
30,408
-16,035
4720
$603K ﹤0.01%
7,490
+4,903
4721
$602K ﹤0.01%
39,530
-91,692
4722
$602K ﹤0.01%
2,409
+1,282
4723
$602K ﹤0.01%
78,729
+72,743
4724
$601K ﹤0.01%
37,656
-2,241
4725
$600K ﹤0.01%
64,086
+17,403
187 188
189
190 191