Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
6,793
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$400M
3
+$387M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$376M
5
BKNG icon
Booking.com
BKNG
+$369M

Top Sells

1
+$2.46B
2
+$1.31B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$631M
5
ZTS icon
Zoetis
ZTS
+$513M

Sector Composition

1 Financials 9.92%
2 Technology 8.94%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$5.2M ﹤0.01%
314,067
+198,378
2902
$5.19M ﹤0.01%
3,184,600
-506,113
2903
$5.19M ﹤0.01%
179,251
-789
2904
$5.19M ﹤0.01%
439,640
+332,356
2905
$5.18M ﹤0.01%
215,151
+157,830
2906
$5.18M ﹤0.01%
201,192
+3,232
2907
$5.18M ﹤0.01%
172,062
+42,649
2908
$5.17M ﹤0.01%
299,117
-70,820
2909
$5.17M ﹤0.01%
698,320
-53,232
2910
$5.16M ﹤0.01%
41,631
+4,370
2911
$5.16M ﹤0.01%
113,886
+6,265
2912
$5.16M ﹤0.01%
546,594
+369,206
2913
$5.16M ﹤0.01%
128,913
+107,088
2914
$5.15M ﹤0.01%
109,762
+74,744
2915
$5.15M ﹤0.01%
320,963
+237,268
2916
$5.13M ﹤0.01%
33,981
-1,228
2917
$5.13M ﹤0.01%
345,474
-205,902
2918
$5.13M ﹤0.01%
84,844
+19,436
2919
$5.12M ﹤0.01%
247,472
+12,293
2920
$5.12M ﹤0.01%
232,955
-12,481
2921
$5.11M ﹤0.01%
91,571
+80,082
2922
$5.11M ﹤0.01%
600,152
-816,116
2923
$5.1M ﹤0.01%
248,260
+107,072
2924
$5.1M ﹤0.01%
96,821
+41,566
2925
$5.1M ﹤0.01%
683,223
-72,758
115 116
117
118 119