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
4801
$538K ﹤0.01%
35,612
-3,106
4802
$537K ﹤0.01%
161,300
-23,350
4803
$537K ﹤0.01%
189,117
+168,111
4804
$537K ﹤0.01%
89,388
+70,381
4805
$535K ﹤0.01%
10,640
+9,971
4806
$533K ﹤0.01%
49,781
+46,697
4807
$532K ﹤0.01%
134,646
+125,178
4808
$531K ﹤0.01%
123,937
+14,634
4809
$531K ﹤0.01%
30,944
+2,295
4810
$528K ﹤0.01%
41,645
+36,340
4811
$528K ﹤0.01%
107,743
+90,057
4812
$526K ﹤0.01%
45,595
-15,875
4813
$526K ﹤0.01%
23,231
-1,581
4814
$524K ﹤0.01%
200
+160
4815
$524K ﹤0.01%
86,971
+81,003
4816
$524K ﹤0.01%
37,614
+4,426
4817
$523K ﹤0.01%
31,218
+20,104
4818
$523K ﹤0.01%
43,352
-60,195
4819
$523K ﹤0.01%
56,375
+52,836
4820
$522K ﹤0.01%
20,420
+15,472
4821
$522K ﹤0.01%
116,586
+103,525
4822
$519K ﹤0.01%
39,664
-41,005
4823
$519K ﹤0.01%
14,909
+12,801
4824
$515K ﹤0.01%
109,147
+13,941
4825
$514K ﹤0.01%
39,728
+35,455
191 192
193
194 195