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
5601
$55K ﹤0.01%
15,256
+10,107
5602
$55K ﹤0.01%
+3,280
5603
$54K ﹤0.01%
1,839
5604
$54K ﹤0.01%
+3,017
5605
$54K ﹤0.01%
22,950
+5,752
5606
$54K ﹤0.01%
4,500
5607
$54K ﹤0.01%
4,472
+1,809
5608
$54K ﹤0.01%
1,791
+725
5609
$53K ﹤0.01%
2,791
+254
5610
$53K ﹤0.01%
1,854
-133
5611
$53K ﹤0.01%
3,520
-1,240
5612
$53K ﹤0.01%
29,568
-6,830
5613
$52K ﹤0.01%
+21,600
5614
$52K ﹤0.01%
2,710
-285
5615
$52K ﹤0.01%
1,840
+1,500
5616
$52K ﹤0.01%
1,219
-59
5617
$51K ﹤0.01%
1,178
-372
5618
$51K ﹤0.01%
3,600
-63
5619
$51K ﹤0.01%
4,800
+3,730
5620
$50K ﹤0.01%
1,462
-459
5621
$50K ﹤0.01%
430
+100
5622
$50K ﹤0.01%
48,322
-67,349
5623
$50K ﹤0.01%
300
-25
5624
$50K ﹤0.01%
2,217
+725
5625
$50K ﹤0.01%
1,455
-1,614
223 224
225
226 227