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
5376
$135K ﹤0.01%
498
+445
5377
$135K ﹤0.01%
30,795
-1,047
5378
$134K ﹤0.01%
4,159
-11,806
5379
$134K ﹤0.01%
406
+383
5380
$134K ﹤0.01%
900
-400
5381
$134K ﹤0.01%
25,124
-271,860
5382
$133K ﹤0.01%
18,819
+4,810
5383
$133K ﹤0.01%
2,664
+2,500
5384
$130K ﹤0.01%
+8,701
5385
$130K ﹤0.01%
8,433
+6,933
5386
$130K ﹤0.01%
37,630
-10,072
5387
$130K ﹤0.01%
9,021
+900
5388
$130K ﹤0.01%
21,679
+19,681
5389
$129K ﹤0.01%
14,001
+12,183
5390
$129K ﹤0.01%
5,000
-500
5391
$128K ﹤0.01%
+44
5392
$128K ﹤0.01%
22,977
-4,581
5393
$128K ﹤0.01%
3,105
+1,855
5394
$127K ﹤0.01%
30,851
+26,461
5395
$127K ﹤0.01%
6,352
-35,724
5396
$127K ﹤0.01%
4,025
+1,600
5397
$127K ﹤0.01%
4,044
+75
5398
$127K ﹤0.01%
18,202
+15,473
5399
$126K ﹤0.01%
9,978
+3,368
5400
$126K ﹤0.01%
3,700
+3,602
214 215
216
217 218