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
5151
$258K ﹤0.01%
9,368
+1,588
5152
$258K ﹤0.01%
3,955
+88
5153
$257K ﹤0.01%
9,470
+8,686
5154
$257K ﹤0.01%
1,027
-110
5155
$257K ﹤0.01%
30,695
+27,493
5156
$256K ﹤0.01%
17,710
-10,314
5157
$256K ﹤0.01%
498
+446
5158
$256K ﹤0.01%
6,162
+5,708
5159
$256K ﹤0.01%
2,277
+1,348
5160
$256K ﹤0.01%
379,246
-93,821
5161
$255K ﹤0.01%
52,011
+18,211
5162
$255K ﹤0.01%
5,493
+469
5163
$255K ﹤0.01%
58,000
-10,000
5164
$253K ﹤0.01%
8,077
-29,122
5165
$252K ﹤0.01%
11,064
+9,090
5166
$251K ﹤0.01%
21,840
5167
$251K ﹤0.01%
2,564
-1,272
5168
$250K ﹤0.01%
15,600
-15
5169
$249K ﹤0.01%
5,210
-2,424
5170
$249K ﹤0.01%
8,750
+181
5171
$249K ﹤0.01%
37,365
+3,500
5172
$249K ﹤0.01%
9,741
+2,829
5173
$248K ﹤0.01%
13,300
+4,100
5174
$248K ﹤0.01%
19,771
+9,707
5175
$248K ﹤0.01%
15,802
-985
205 206
207
208 209