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
5026
$345K ﹤0.01%
75,065
+62,551
5027
$342K ﹤0.01%
17,228
-5,396
5028
$342K ﹤0.01%
25,517
+9,317
5029
$340K ﹤0.01%
39,949
+25,009
5030
$339K ﹤0.01%
25,694
+625
5031
$339K ﹤0.01%
46,568
+41,782
5032
$339K ﹤0.01%
14,775
+7,000
5033
$339K ﹤0.01%
63,443
+59,589
5034
$338K ﹤0.01%
50,158
+28,327
5035
$338K ﹤0.01%
28,413
+24,514
5036
$338K ﹤0.01%
12,985
5037
$338K ﹤0.01%
25,781
+8,721
5038
$337K ﹤0.01%
94,162
-4,766
5039
$336K ﹤0.01%
33,006
+19,068
5040
$335K ﹤0.01%
13,671
-486
5041
$335K ﹤0.01%
155,833
+146,040
5042
$334K ﹤0.01%
21,690
-15,605
5043
$334K ﹤0.01%
31,757
-85,049
5044
$333K ﹤0.01%
8,246
-56,412
5045
– –
0
5046
$333K ﹤0.01%
32,029
+1,983
5047
$333K ﹤0.01%
17,793
-5,141
5048
$333K ﹤0.01%
45,603
+41,787
5049
$333K ﹤0.01%
68,611
+63,917
5050
$332K ﹤0.01%
31,762
-303,041
200 201
202
203 204