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
4901
$446K ﹤0.01%
25,864
-9,618
4902
$446K ﹤0.01%
126,835
-10,076
4903
$445K ﹤0.01%
11,451
+584
4904
$445K ﹤0.01%
8,212
-707
4905
$444K ﹤0.01%
153,364
+72,856
4906
$443K ﹤0.01%
87,900
+16,303
4907
$443K ﹤0.01%
77,629
+66,467
4908
$442K ﹤0.01%
25,391
+21,007
4909
$441K ﹤0.01%
46,714
+41,299
4910
$441K ﹤0.01%
19,913
+10,872
4911
$441K ﹤0.01%
207,877
-227,164
4912
$441K ﹤0.01%
+22,015
4913
$440K ﹤0.01%
45,227
-8,184
4914
$440K ﹤0.01%
84,870
+74,113
4915
$439K ﹤0.01%
255
+109
4916
$438K ﹤0.01%
158,440
-193,940
4917
$437K ﹤0.01%
22,931
-54,071
4918
$436K ﹤0.01%
52,604
+26,560
4919
$433K ﹤0.01%
113,283
+103,679
4920
$433K ﹤0.01%
116,017
-25,236
4921
$433K ﹤0.01%
36,954
+34,632
4922
$432K ﹤0.01%
84,610
+33,572
4923
$431K ﹤0.01%
7,419
+6,840
4924
$431K ﹤0.01%
12,243
-14,468
4925
$431K ﹤0.01%
22,095
-67,805
195 196
197
198 199