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
5126
$275K ﹤0.01%
47,022
+36,305
5127
$275K ﹤0.01%
+10
5128
$274K ﹤0.01%
59,900
-4,000
5129
$272K ﹤0.01%
959
+813
5130
$271K ﹤0.01%
29,804
+23,377
5131
$270K ﹤0.01%
21,376
-1,365
5132
$270K ﹤0.01%
18,042
-3,943
5133
$269K ﹤0.01%
20,473
+19,186
5134
$269K ﹤0.01%
190
+5
5135
$268K ﹤0.01%
1,794
+1,509
5136
$268K ﹤0.01%
39,134
+1,979
5137
$267K ﹤0.01%
38,180
-140,021
5138
$265K ﹤0.01%
20,211
-310
5139
$265K ﹤0.01%
5,022
+463
5140
$265K ﹤0.01%
12,763
+9,900
5141
$262K ﹤0.01%
38,000
-5,000
5142
$262K ﹤0.01%
20,054
-23,446
5143
$261K ﹤0.01%
21,777
+430
5144
$260K ﹤0.01%
+1,933
5145
$260K ﹤0.01%
10,551
-353
5146
$260K ﹤0.01%
24,672
-516
5147
$260K ﹤0.01%
20,761
+10,551
5148
$259K ﹤0.01%
4,048
-10,539
5149
$259K ﹤0.01%
11,792
+11,584
5150
$259K ﹤0.01%
+30,624
204 205
206
207 208