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
5651
$45K ﹤0.01%
49,400
+4,300
5652
$44K ﹤0.01%
2,156
-34
5653
$44K ﹤0.01%
7,340
-10,305
5654
$44K ﹤0.01%
4,066
+1,466
5655
$44K ﹤0.01%
10,458
-11,039
5656
$44K ﹤0.01%
9,200
+7,000
5657
$44K ﹤0.01%
+1,821
5658
$44K ﹤0.01%
2,627
+108
5659
$44K ﹤0.01%
4,269
+3,769
5660
$44K ﹤0.01%
+65
5661
$43K ﹤0.01%
1,585
+1,535
5662
$42K ﹤0.01%
3,898
-325
5663
$42K ﹤0.01%
8,237
-300
5664
$42K ﹤0.01%
5,758
-400
5665
$42K ﹤0.01%
3,111
+2,161
5666
$42K ﹤0.01%
1,581
-345
5667
$42K ﹤0.01%
2,144
-2,158
5668
$42K ﹤0.01%
16,605
-7,074
5669
$42K ﹤0.01%
325
5670
$41K ﹤0.01%
9,814
-1,755
5671
$41K ﹤0.01%
22,177
+17,100
5672
$41K ﹤0.01%
4,135
+2,843
5673
$41K ﹤0.01%
4,356
+1,669
5674
$41K ﹤0.01%
6,744
-804
5675
$40K ﹤0.01%
1,530
-1,394
225 226
227
228 229