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
5301
$174K ﹤0.01%
15,471
-607
5302
$174K ﹤0.01%
6,120
-70
5303
$170K ﹤0.01%
886
+556
5304
$170K ﹤0.01%
+16,809
5305
$170K ﹤0.01%
24,114
+22,964
5306
$169K ﹤0.01%
55,336
+34,333
5307
$166K ﹤0.01%
12,662
+4,939
5308
– –
0
5309
$164K ﹤0.01%
7,848
+700
5310
$164K ﹤0.01%
45,849
-16,475
5311
$164K ﹤0.01%
22,509
-10,793
5312
$164K ﹤0.01%
12,208
-3,665
5313
$163K ﹤0.01%
4,878
-298
5314
$163K ﹤0.01%
451
+234
5315
$163K ﹤0.01%
8,497
-8,319
5316
$162K ﹤0.01%
10,039
-51,346
5317
$162K ﹤0.01%
3,867
5318
$162K ﹤0.01%
54,567
+19,414
5319
$161K ﹤0.01%
139,883
-116,489
5320
$161K ﹤0.01%
3,680
+3,559
5321
$161K ﹤0.01%
3,305
-415
5322
$160K ﹤0.01%
8,574
-2,196
5323
$160K ﹤0.01%
14,583
-70,750
5324
$160K ﹤0.01%
11,745
+1,145
5325
$159K ﹤0.01%
+37,048
211 212
213
214 215