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
5726
$33K ﹤0.01%
447
+335
5727
$33K ﹤0.01%
+238
5728
$33K ﹤0.01%
14,799
+1,000
5729
$32K ﹤0.01%
280
5730
$32K ﹤0.01%
29
-15
5731
$32K ﹤0.01%
2,186
5732
$32K ﹤0.01%
51
-7
5733
$32K ﹤0.01%
2,446
-33,796
5734
$32K ﹤0.01%
14,370
+13,163
5735
$32K ﹤0.01%
1,338
-900
5736
$31K ﹤0.01%
1,237
+800
5737
$31K ﹤0.01%
7,959
-6,736
5738
$31K ﹤0.01%
1,800
5739
$31K ﹤0.01%
9,631
+8,580
5740
$31K ﹤0.01%
3,850
-4,165
5741
$31K ﹤0.01%
2,502
5742
$31K ﹤0.01%
2,070
5743
$31K ﹤0.01%
2,000
5744
$31K ﹤0.01%
31,527
+25,407
5745
$31K ﹤0.01%
21,814
+21,350
5746
$31K ﹤0.01%
1,821
5747
$30K ﹤0.01%
5,139
-10
5748
$30K ﹤0.01%
2,892
+1,079
5749
$30K ﹤0.01%
3,053
5750
$30K ﹤0.01%
1,759
-8,732
228 229
230
231 232