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
5001
$366K ﹤0.01%
214,254
-134,559
5002
$365K ﹤0.01%
24,135
-50,152
5003
$364K ﹤0.01%
2,021
+1,763
5004
$363K ﹤0.01%
29,993
+27,510
5005
$363K ﹤0.01%
4,830
-382
5006
$363K ﹤0.01%
14,905
+10,861
5007
$363K ﹤0.01%
+23,878
5008
$363K ﹤0.01%
305
+1
5009
$362K ﹤0.01%
14,087
-13,147
5010
$360K ﹤0.01%
25,846
+1,191
5011
$360K ﹤0.01%
18,023
-8,800
5012
$357K ﹤0.01%
16,859
-24,196
5013
$357K ﹤0.01%
+10
5014
$354K ﹤0.01%
29,806
-1,336
5015
$353K ﹤0.01%
31,281
-11,957
5016
$353K ﹤0.01%
42,299
+38,706
5017
$350K ﹤0.01%
38,472
-1,250
5018
$350K ﹤0.01%
21,095
-7,293
5019
$349K ﹤0.01%
84,482
-19,039
5020
$348K ﹤0.01%
64
+60
5021
$347K ﹤0.01%
2,303
+1,049
5022
$347K ﹤0.01%
1,857
-342
5023
$347K ﹤0.01%
103
+87
5024
$347K ﹤0.01%
79,629
+72,347
5025
$346K ﹤0.01%
20,293
+669
199 200
201
202 203