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
5576
$62K ﹤0.01%
28,996
+5,784
5577
$62K ﹤0.01%
11,043
+6,000
5578
$62K ﹤0.01%
2,756
+940
5579
$61K ﹤0.01%
10,048
-2,336
5580
$61K ﹤0.01%
4,752
-4,600
5581
$60K ﹤0.01%
2,162
-340
5582
$60K ﹤0.01%
19,321
+18,104
5583
$60K ﹤0.01%
20,000
5584
$60K ﹤0.01%
8,980
+5,434
5585
$59K ﹤0.01%
16
+10
5586
$58K ﹤0.01%
7,566
-834
5587
$58K ﹤0.01%
1,658
-224,396
5588
$58K ﹤0.01%
1,450
+400
5589
$58K ﹤0.01%
3,831
5590
$58K ﹤0.01%
6
5591
$58K ﹤0.01%
11,540
+2,270
5592
$58K ﹤0.01%
184,790
-15,200
5593
$58K ﹤0.01%
6,015
-22,436
5594
$57K ﹤0.01%
2,050
-65
5595
$57K ﹤0.01%
3,800
+100
5596
$57K ﹤0.01%
18,096
+7,795
5597
$57K ﹤0.01%
17,228
+655
5598
$55K ﹤0.01%
6,379
+6,050
5599
$55K ﹤0.01%
18,270
+18,257
5600
$55K ﹤0.01%
3,998
-6,285
222 223
224
225 226