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
5776
$28K ﹤0.01%
684
+277
5777
$27K ﹤0.01%
1,244
+411
5778
$27K ﹤0.01%
5,100
+3,400
5779
$27K ﹤0.01%
5,196
-1,146
5780
$27K ﹤0.01%
1,600
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5781
$27K ﹤0.01%
984
-20,967
5782
$27K ﹤0.01%
+170
5783
$27K ﹤0.01%
3,178
+1,100
5784
$27K ﹤0.01%
3,599
+2,248
5785
$27K ﹤0.01%
14,543
-7,375
5786
$27K ﹤0.01%
1,359
5787
$27K ﹤0.01%
2,941
5788
$26K ﹤0.01%
7,950
+1,550
5789
$26K ﹤0.01%
1,447
+414
5790
$26K ﹤0.01%
200
-75
5791
$26K ﹤0.01%
+49
5792
$26K ﹤0.01%
+1,300
5793
$26K ﹤0.01%
3,793
5794
$25K ﹤0.01%
7,422
-1,000
5795
$25K ﹤0.01%
1,029
-1,037
5796
$25K ﹤0.01%
1,031
5797
$25K ﹤0.01%
13,620
+600
5798
$25K ﹤0.01%
+500
5799
$25K ﹤0.01%
8,544
+8,323
5800
$25K ﹤0.01%
26,508
-17,646
230 231
232
233 234