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
5201
$232K ﹤0.01%
21,384
+21,000
5202
$232K ﹤0.01%
13,075
+1,889
5203
$231K ﹤0.01%
56,353
+38,291
5204
$231K ﹤0.01%
23,118
-305
5205
$231K ﹤0.01%
5,773
+1,927
5206
$230K ﹤0.01%
25,956
+24,325
5207
$230K ﹤0.01%
117,674
+48,807
5208
$229K ﹤0.01%
5,652
+1,590
5209
$228K ﹤0.01%
19,980
+16,478
5210
$227K ﹤0.01%
6,325
-13,937
5211
$225K ﹤0.01%
25,804
+24,200
5212
$223K ﹤0.01%
10,762
+2,312
5213
$223K ﹤0.01%
31,813
-269
5214
$222K ﹤0.01%
6,820
+473
5215
$222K ﹤0.01%
21,776
-2,654
5216
$222K ﹤0.01%
10,802
+4,157
5217
$220K ﹤0.01%
24,397
+8,430
5218
$220K ﹤0.01%
38,289
+33,597
5219
$220K ﹤0.01%
38,331
-39,345
5220
$219K ﹤0.01%
49,700
+16,700
5221
$218K ﹤0.01%
16,761
5222
$218K ﹤0.01%
+26
5223
$218K ﹤0.01%
15,511
+7,716
5224
$218K ﹤0.01%
+14,566
5225
$216K ﹤0.01%
73,935
+22,235
207 208
209
210 211