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
5276
$190K ﹤0.01%
1,918
+1,554
5277
$190K ﹤0.01%
37,864
+9,700
5278
$189K ﹤0.01%
8,521
-28,482
5279
$189K ﹤0.01%
7,548
-1,619
5280
$189K ﹤0.01%
129,301
+12,900
5281
$186K ﹤0.01%
28,652
+21,852
5282
$185K ﹤0.01%
1,624
-530
5283
$184K ﹤0.01%
13,306
-44,828
5284
$183K ﹤0.01%
103,000
+17,300
5285
$182K ﹤0.01%
45,149
-16,017
5286
$182K ﹤0.01%
+18,920
5287
$182K ﹤0.01%
12,061
-1,888
5288
$181K ﹤0.01%
6,465
+826
5289
$181K ﹤0.01%
13,411
5290
$181K ﹤0.01%
25,201
-979
5291
$179K ﹤0.01%
22,368
+22,168
5292
$179K ﹤0.01%
1,811
-358
5293
$179K ﹤0.01%
14,710
+1,675
5294
$179K ﹤0.01%
9,370
+400
5295
$178K ﹤0.01%
20,647
+18,471
5296
$178K ﹤0.01%
11,760
-2,900
5297
$178K ﹤0.01%
9,384
+933
5298
$177K ﹤0.01%
34,147
-3,315
5299
$176K ﹤0.01%
158
-716
5300
$176K ﹤0.01%
12,036
+2,744
210 211
212
213 214