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
4751
$580K ﹤0.01%
26,074
+14,005
4752
$579K ﹤0.01%
37,488
+6,311
4753
$579K ﹤0.01%
17,393
-26,967
4754
$579K ﹤0.01%
50,146
+14,252
4755
$579K ﹤0.01%
178,770
+123,016
4756
$578K ﹤0.01%
330,588
+27,729
4757
$576K ﹤0.01%
18,446
+16,182
4758
$576K ﹤0.01%
107
-53
4759
$575K ﹤0.01%
98,657
-1,367,984
4760
$575K ﹤0.01%
44,836
+17,913
4761
$574K ﹤0.01%
10,295
+7,963
4762
$574K ﹤0.01%
23,020
+2,528
4763
$573K ﹤0.01%
22,075
+9,324
4764
$573K ﹤0.01%
23,960
-1,623
4765
$573K ﹤0.01%
112,039
+83,386
4766
$571K ﹤0.01%
273,395
+43,025
4767
$570K ﹤0.01%
103,514
+58,979
4768
$569K ﹤0.01%
41,497
+37,285
4769
$569K ﹤0.01%
223,317
+205,818
4770
$568K ﹤0.01%
50,922
-351,094
4771
$568K ﹤0.01%
35,705
-82,311
4772
$568K ﹤0.01%
26,058
+10,448
4773
$568K ﹤0.01%
222,910
+141,586
4774
$568K ﹤0.01%
56,028
+48,958
4775
$568K ﹤0.01%
79,432
+73,509
189 190
191
192 193