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
5501
$88K ﹤0.01%
3,432
+284
5502
$88K ﹤0.01%
12,504
+11,956
5503
$88K ﹤0.01%
876
-106
5504
$87K ﹤0.01%
20,337
+18,837
5505
$87K ﹤0.01%
1,370
-200
5506
$87K ﹤0.01%
4,441
-578
5507
$87K ﹤0.01%
695,657
+511,253
5508
$86K ﹤0.01%
8,081
+912
5509
$86K ﹤0.01%
2,570
-2,245
5510
$86K ﹤0.01%
10,582
-5,380
5511
$85K ﹤0.01%
3,169
+1,094
5512
$85K ﹤0.01%
11,178
5513
$84K ﹤0.01%
6,487
-6,336
5514
$84K ﹤0.01%
24,681
5515
$84K ﹤0.01%
3,135
+1,035
5516
$84K ﹤0.01%
49,953
5517
$83K ﹤0.01%
1,990
+1,790
5518
$82K ﹤0.01%
4,400
+3,700
5519
$82K ﹤0.01%
61,561
+61,271
5520
$82K ﹤0.01%
15,876
+2,700
5521
$81K ﹤0.01%
5,247
+678
5522
$81K ﹤0.01%
1,623
-235
5523
$80K ﹤0.01%
2,898
+2,055
5524
$80K ﹤0.01%
29,475
+17,595
5525
$80K ﹤0.01%
13,391
+5,285
219 220
221
222 223