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
4776
$567K ﹤0.01%
1,027
+108
4777
$567K ﹤0.01%
52,828
+38,535
4778
$566K ﹤0.01%
39,904
-3,482
4779
$565K ﹤0.01%
5,848
+2,162
4780
$565K ﹤0.01%
146,350
+62,900
4781
$565K ﹤0.01%
+29,470
4782
$564K ﹤0.01%
1,188
-174
4783
$562K ﹤0.01%
22,125
-496
4784
$562K ﹤0.01%
29,705
-54,901
4785
$561K ﹤0.01%
15,307
-49,124
4786
$561K ﹤0.01%
15,503
-1,153
4787
$559K ﹤0.01%
7,141
-308
4788
$556K ﹤0.01%
11,444
-265
4789
$555K ﹤0.01%
33,330
+375
4790
$554K ﹤0.01%
20,848
-1,358,531
4791
$554K ﹤0.01%
56,191
+51,733
4792
$553K ﹤0.01%
24,697
+20,114
4793
$551K ﹤0.01%
213,739
+1,365
4794
$551K ﹤0.01%
36,760
+33,080
4795
$550K ﹤0.01%
39,250
+10,829
4796
$548K ﹤0.01%
16,878
+15,603
4797
$546K ﹤0.01%
16,997
+3,713
4798
$546K ﹤0.01%
296,680
+293,031
4799
$540K ﹤0.01%
29,044
+27,015
4800
$539K ﹤0.01%
16,760
+965
190 191
192
193 194