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
4726
$600K ﹤0.01%
97,476
+3,685
4727
$600K ﹤0.01%
24,125
-210,495
4728
$599K ﹤0.01%
57,627
+1,222
4729
$597K ﹤0.01%
39,658
+15,633
4730
$594K ﹤0.01%
18,179
+8,789
4731
$592K ﹤0.01%
11,948
+67
4732
$591K ﹤0.01%
151,518
+127,315
4733
$589K ﹤0.01%
66,062
+59,125
4734
$589K ﹤0.01%
214,100
4735
$588K ﹤0.01%
3,140
+2,387
4736
$588K ﹤0.01%
+23,975
4737
$588K ﹤0.01%
10,251
-6,291
4738
$587K ﹤0.01%
46,342
+11,673
4739
$586K ﹤0.01%
223,632
-86,164
4740
$586K ﹤0.01%
74,321
-71,869
4741
$585K ﹤0.01%
24,689
+21,914
4742
$584K ﹤0.01%
49,501
+45,939
4743
$584K ﹤0.01%
58,414
+9,887
4744
$584K ﹤0.01%
23,607
-107,728
4745
$583K ﹤0.01%
11,710
+9,891
4746
$582K ﹤0.01%
180,573
4747
$581K ﹤0.01%
217,443
+166,609
4748
$580K ﹤0.01%
48,599
+42,552
4749
$580K ﹤0.01%
124,770
+21,397
4750
$580K ﹤0.01%
14,478
+8,521
188 189
190
191 192