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
4976
$385K ﹤0.01%
29,537
+11,871
4977
$384K ﹤0.01%
2,121
-2,943
4978
$383K ﹤0.01%
15,561
+857
4979
$382K ﹤0.01%
12,396
+6,690
4980
$381K ﹤0.01%
18,525
-439
4981
$381K ﹤0.01%
14,098
+9,921
4982
$381K ﹤0.01%
552,280
-600
4983
$379K ﹤0.01%
53,861
-116,149
4984
$378K ﹤0.01%
9,369
-170
4985
$378K ﹤0.01%
178,402
+21,276
4986
$377K ﹤0.01%
78,701
+13,418
4987
$377K ﹤0.01%
3,104
-277
4988
$377K ﹤0.01%
119,005
-74,344
4989
$376K ﹤0.01%
42,002
+5,001
4990
$375K ﹤0.01%
1,389
+1,344
4991
$373K ﹤0.01%
13,397
-2
4992
$373K ﹤0.01%
25,428
-6,369
4993
$373K ﹤0.01%
32,428
+28,846
4994
$370K ﹤0.01%
20,694
-29,036
4995
$369K ﹤0.01%
16,891
-23,219
4996
$368K ﹤0.01%
27,300
-152,521
4997
$368K ﹤0.01%
175,283
+156,056
4998
$367K ﹤0.01%
79,604
+24,247
4999
$366K ﹤0.01%
+24,086
5000
$366K ﹤0.01%
29,099
+16,947
198 199
200
201 202