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
5326
$158K ﹤0.01%
13,733
+12,777
5327
$158K ﹤0.01%
3,388
5328
$158K ﹤0.01%
3,827
-810
5329
$157K ﹤0.01%
7,656
-348
5330
$155K ﹤0.01%
3,109
-5
5331
$155K ﹤0.01%
35,581
+33,348
5332
$153K ﹤0.01%
3,527
-1,133
5333
$153K ﹤0.01%
9,817
-1,996
5334
$152K ﹤0.01%
4,492
-1,978
5335
$152K ﹤0.01%
48,000
-4,044
5336
$152K ﹤0.01%
7,365
+6,875
5337
$152K ﹤0.01%
6,357
+5,807
5338
$152K ﹤0.01%
174,300
-177,600
5339
$151K ﹤0.01%
5,432
+3,636
5340
$151K ﹤0.01%
9,461
-24,223
5341
$150K ﹤0.01%
8,746
+916
5342
$150K ﹤0.01%
11,421
-6,646
5343
$150K ﹤0.01%
14,201
+1,703
5344
$148K ﹤0.01%
5,143
-6,862
5345
$148K ﹤0.01%
1,106
+296
5346
$148K ﹤0.01%
18,038
-15,795
5347
$147K ﹤0.01%
232
+179
5348
$147K ﹤0.01%
34,889
+12,306
5349
$147K ﹤0.01%
66,292
+44,456
5350
$146K ﹤0.01%
9,555
+105
212 213
214
215 216