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
5951
$12K ﹤0.01%
7,000
5952
$12K ﹤0.01%
1,000
5953
$12K ﹤0.01%
3,178
5954
$12K ﹤0.01%
+174
5955
$12K ﹤0.01%
112
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5956
$12K ﹤0.01%
15,172
-5,005
5957
$12K ﹤0.01%
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5958
$12K ﹤0.01%
3,629
+1,118
5959
$12K ﹤0.01%
2,050
-1,850
5960
$11K ﹤0.01%
729
-1,971
5961
$11K ﹤0.01%
10,781
+3,068
5962
$11K ﹤0.01%
2,712
+2,437
5963
$11K ﹤0.01%
+23
5964
$11K ﹤0.01%
500
5965
$11K ﹤0.01%
817
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5966
$11K ﹤0.01%
+2,927
5967
$11K ﹤0.01%
500
5968
$11K ﹤0.01%
8,017
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5969
$11K ﹤0.01%
8,700
5970
$11K ﹤0.01%
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5971
$11K ﹤0.01%
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$11K ﹤0.01%
4,701
-2,390
5973
$11K ﹤0.01%
475
-1,090
5974
$11K ﹤0.01%
475
-3,936
5975
$11K ﹤0.01%
29,922
-704
237 238
239
240 241