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
5426
$112K ﹤0.01%
2,062
-3,821
5427
$112K ﹤0.01%
14,497
-6,553
5428
$112K ﹤0.01%
8,513
-1,219
5429
$112K ﹤0.01%
4,721
5430
$112K ﹤0.01%
309
+98
5431
$111K ﹤0.01%
4,674
+4,385
5432
$111K ﹤0.01%
3,649
+1,298
5433
$111K ﹤0.01%
16,310
+5,010
5434
$111K ﹤0.01%
8,689
+284
5435
$111K ﹤0.01%
5,300
+4,100
5436
$110K ﹤0.01%
4,226
-60
5437
$110K ﹤0.01%
3,252
+2,456
5438
$110K ﹤0.01%
1,575
-214
5439
$109K ﹤0.01%
+5,111
5440
$109K ﹤0.01%
10,910
-3,116
5441
$109K ﹤0.01%
62,596
-17,386
5442
$108K ﹤0.01%
7,019
5443
$108K ﹤0.01%
5,666
-930
5444
$107K ﹤0.01%
7,950
+4,650
5445
$107K ﹤0.01%
17,567
+16,004
5446
$107K ﹤0.01%
6,840
+6,424
5447
$106K ﹤0.01%
5,119
-1,326
5448
$106K ﹤0.01%
36,744
-440
5449
$106K ﹤0.01%
4,580
-1,057
5450
$105K ﹤0.01%
8,007
-5,529
216 217
218
219 220