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
5176
$248K ﹤0.01%
13,848
-244
5177
$247K ﹤0.01%
44,741
+42,063
5178
$246K ﹤0.01%
99,129
-51,498
5179
$246K ﹤0.01%
18,098
-2,748
5180
$245K ﹤0.01%
5,338
-76
5181
$245K ﹤0.01%
182,155
+144,135
5182
$245K ﹤0.01%
325,100
-27,041
5183
$244K ﹤0.01%
11,907
+5
5184
$243K ﹤0.01%
10,438
+1,340
5185
$242K ﹤0.01%
23,637
+3,006
5186
$242K ﹤0.01%
6,106
+5,723
5187
$241K ﹤0.01%
8,874
-29,943
5188
$239K ﹤0.01%
53
+38
5189
$238K ﹤0.01%
21
+17
5190
$238K ﹤0.01%
32,120
-8,306
5191
$237K ﹤0.01%
88,747
-2,281
5192
$237K ﹤0.01%
11,180
+8,617
5193
$237K ﹤0.01%
3,649
+134
5194
$237K ﹤0.01%
15,940
+3,650
5195
$236K ﹤0.01%
40,965
+34,576
5196
$236K ﹤0.01%
16,296
-6,425
5197
$235K ﹤0.01%
34,039
-5,408
5198
$235K ﹤0.01%
18,056
+16,747
5199
$234K ﹤0.01%
2,196
+1,856
5200
$233K ﹤0.01%
76,485
+37,855
206 207
208
209 210