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
4951
$408K ﹤0.01%
10,130
+9,494
4952
$408K ﹤0.01%
16
+11
4953
$408K ﹤0.01%
31,711
+27,135
4954
$405K ﹤0.01%
36,445
+17,631
4955
$403K ﹤0.01%
32,871
-3,586
4956
$402K ﹤0.01%
22,439
-195
4957
$401K ﹤0.01%
46,243
-145,109
4958
$401K ﹤0.01%
144,953
-10,681
4959
$400K ﹤0.01%
54,953
-21,773
4960
$400K ﹤0.01%
10,142
+118
4961
$399K ﹤0.01%
26,586
+2,957
4962
$397K ﹤0.01%
103,631
+12,326
4963
$397K ﹤0.01%
8,067
-1,046
4964
$396K ﹤0.01%
23,312
-3,016
4965
$396K ﹤0.01%
45,726
+42,859
4966
$394K ﹤0.01%
+8,837
4967
$394K ﹤0.01%
46,410
+13,081
4968
$392K ﹤0.01%
68,444
+48,958
4969
$389K ﹤0.01%
50,217
+40,970
4970
$388K ﹤0.01%
11,144
+10,263
4971
$387K ﹤0.01%
7,928
-499
4972
$386K ﹤0.01%
616
+534
4973
$386K ﹤0.01%
41,345
-20,263
4974
$385K ﹤0.01%
26,895
-1,120
4975
$385K ﹤0.01%
10,039
+8,693
197 198
199
200 201