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
4851
$492K ﹤0.01%
36,737
+34,042
4852
$491K ﹤0.01%
6,641
-43,730
4853
$490K ﹤0.01%
31,215
+29,801
4854
$490K ﹤0.01%
30,135
-4,860
4855
$490K ﹤0.01%
+8,262
4856
$490K ﹤0.01%
80,422
+68,228
4857
$488K ﹤0.01%
73,599
+20,363
4858
$487K ﹤0.01%
36,906
+21,548
4859
$486K ﹤0.01%
109,922
+83,522
4860
$485K ﹤0.01%
32,205
-10,180
4861
$485K ﹤0.01%
30
+27
4862
$483K ﹤0.01%
71,083
-37,324
4863
$482K ﹤0.01%
19,578
-535
4864
$481K ﹤0.01%
36,692
+34,468
4865
$480K ﹤0.01%
62,313
+1,177
4866
$479K ﹤0.01%
227,130
+85,717
4867
$479K ﹤0.01%
27,976
-156,695
4868
$479K ﹤0.01%
18,253
-1,352
4869
$478K ﹤0.01%
40,120
+27,136
4870
$478K ﹤0.01%
18,767
+17,483
4871
$477K ﹤0.01%
9,178
+1,606
4872
$476K ﹤0.01%
25,399
-11,097
4873
$475K ﹤0.01%
111,582
+98,951
4874
$475K ﹤0.01%
30,136
+24,544
4875
$475K ﹤0.01%
2,328
+1,930
193 194
195
196 197