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
5451
$104K ﹤0.01%
3,900
-250
5452
$103K ﹤0.01%
18,771
-12,473
5453
$103K ﹤0.01%
7,058
-485
5454
$102K ﹤0.01%
2,463
-168
5455
$102K ﹤0.01%
15,025
5456
$102K ﹤0.01%
7,537
+614
5457
$102K ﹤0.01%
1,830
-796
5458
$101K ﹤0.01%
6,363
-1,728
5459
$101K ﹤0.01%
13,794
+48
5460
$101K ﹤0.01%
5,424
+616
5461
$101K ﹤0.01%
8,700
-1,917
5462
$101K ﹤0.01%
44,488
+13,503
5463
$100K ﹤0.01%
2,904
-255
5464
$100K ﹤0.01%
30,600
+20,100
5465
$100K ﹤0.01%
12,535
+3,499
5466
$100K ﹤0.01%
7,104
+552
5467
$99K ﹤0.01%
39,812
+25,704
5468
$98K ﹤0.01%
2,084
+1,327
5469
$98K ﹤0.01%
6,870
+2,153
5470
$98K ﹤0.01%
15,512
-18,600
5471
$97K ﹤0.01%
8,748
5472
$97K ﹤0.01%
15,860
-179
5473
$97K ﹤0.01%
8,200
+5,264
5474
$97K ﹤0.01%
91,334
+18,641
5475
$97K ﹤0.01%
4,479
+2,433
217 218
219
220 221