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
5076
$311K ﹤0.01%
10,163
+1,050
5077
$310K ﹤0.01%
5,962
+4,796
5078
$309K ﹤0.01%
22,416
+15,116
5079
$307K ﹤0.01%
26,887
-2,116
5080
$307K ﹤0.01%
+6,275
5081
$307K ﹤0.01%
197,622
+150,084
5082
$307K ﹤0.01%
6,086
-8,956
5083
$306K ﹤0.01%
16,615
-46,472
5084
$306K ﹤0.01%
27,115
+4,754
5085
$305K ﹤0.01%
1,754
+1,593
5086
$305K ﹤0.01%
+16,717
5087
$304K ﹤0.01%
172
+117
5088
$304K ﹤0.01%
11,880
-4,651
5089
$302K ﹤0.01%
30,433
+21,433
5090
$302K ﹤0.01%
26,000
5091
$301K ﹤0.01%
12,147
+226
5092
$300K ﹤0.01%
45
+31
5093
$300K ﹤0.01%
2,409
+1,351
5094
$299K ﹤0.01%
68,014
+64,627
5095
$298K ﹤0.01%
193,884
+160,277
5096
$298K ﹤0.01%
40,262
+37,731
5097
$295K ﹤0.01%
111,185
+25,301
5098
$295K ﹤0.01%
12,895
-78,370
5099
$295K ﹤0.01%
9,228
-204
5100
$294K ﹤0.01%
7,273
+6,113
202 203
204
205 206