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
4926
$431K ﹤0.01%
23,226
-2,532
4927
$429K ﹤0.01%
13,110
+8,906
4928
$428K ﹤0.01%
169,719
+159,044
4929
$427K ﹤0.01%
52,443
+21,646
4930
$427K ﹤0.01%
385,013
+82,923
4931
$426K ﹤0.01%
26,576
+559
4932
$426K ﹤0.01%
31,325
+9,023
4933
$424K ﹤0.01%
38,970
+1,992
4934
$423K ﹤0.01%
15,240
-2,060
4935
$422K ﹤0.01%
37,576
-7,109
4936
$422K ﹤0.01%
25,772
+12,501
4937
$422K ﹤0.01%
38,228
-21,604
4938
$421K ﹤0.01%
15,933
+4,357
4939
$420K ﹤0.01%
25,126
-4,020
4940
$419K ﹤0.01%
28,433
-8,587
4941
$419K ﹤0.01%
28,109
+6,725
4942
$418K ﹤0.01%
6,970
-365
4943
$417K ﹤0.01%
21,966
+20,448
4944
$416K ﹤0.01%
67,716
+61,354
4945
$415K ﹤0.01%
21,217
+19,491
4946
$411K ﹤0.01%
24,784
+2,761
4947
$410K ﹤0.01%
20,487
+18,919
4948
$410K ﹤0.01%
+32,930
4949
$409K ﹤0.01%
94,053
+88,141
4950
$408K ﹤0.01%
1,962
+1,779
196 197
198
199 200