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
4826
$511K ﹤0.01%
13,781
+2,782
4827
$511K ﹤0.01%
15,184
+13,561
4828
$511K ﹤0.01%
214,308
-104,491
4829
$511K ﹤0.01%
125,227
+73,284
4830
$511K ﹤0.01%
37,275
-2,970
4831
$510K ﹤0.01%
54,612
+19,402
4832
$508K ﹤0.01%
18,848
+6,332
4833
$508K ﹤0.01%
50,503
+27,317
4834
$505K ﹤0.01%
39,635
+37,486
4835
$505K ﹤0.01%
31,604
+6,824
4836
$504K ﹤0.01%
25,960
+2,450
4837
$502K ﹤0.01%
902
-705
4838
$501K ﹤0.01%
22,778
+22,578
4839
$500K ﹤0.01%
19,554
+1,441
4840
$499K ﹤0.01%
27,047
+25,330
4841
$499K ﹤0.01%
66,908
-54,970
4842
$499K ﹤0.01%
13,723
+986
4843
$498K ﹤0.01%
35,048
+8,645
4844
$498K ﹤0.01%
33,397
-8,225
4845
$497K ﹤0.01%
36,109
-5,841
4846
$497K ﹤0.01%
42,085
+5,495
4847
$496K ﹤0.01%
60,913
-11,886
4848
$495K ﹤0.01%
15,528
+288
4849
$494K ﹤0.01%
37,674
+21,965
4850
$494K ﹤0.01%
19,678
-6,933
192 193
194
195 196