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
3376
$3.22M ﹤0.01%
707,789
+162,460
3377
$3.22M ﹤0.01%
295,103
+263,510
3378
$3.22M ﹤0.01%
77,124
+38,049
3379
$3.22M ﹤0.01%
245,480
-37,346
3380
$3.22M ﹤0.01%
45,113
+41,616
3381
$3.22M ﹤0.01%
30,219
+17,419
3382
$3.21M ﹤0.01%
125,703
+5,562
3383
$3.2M ﹤0.01%
125,075
-271,475
3384
$3.2M ﹤0.01%
78,868
-129,844
3385
$3.2M ﹤0.01%
241,661
-60,213
3386
$3.2M ﹤0.01%
159,145
+17,372
3387
$3.2M ﹤0.01%
206,872
-157,953
3388
$3.19M ﹤0.01%
232,805
+84,289
3389
$3.19M ﹤0.01%
91,511
-258,989
3390
$3.19M ﹤0.01%
49,139
+44,559
3391
$3.19M ﹤0.01%
242,227
+72,297
3392
$3.18M ﹤0.01%
351,795
+121,797
3393
$3.18M ﹤0.01%
79,673
+65,543
3394
$3.18M ﹤0.01%
97,851
-32,308
3395
$3.18M ﹤0.01%
+233,562
3396
$3.18M ﹤0.01%
255,727
+21,714
3397
$3.18M ﹤0.01%
1,134,330
+590,110
3398
$3.18M ﹤0.01%
146,122
+85,379
3399
$3.18M ﹤0.01%
50,019
+5,668
3400
$3.18M ﹤0.01%
233,843
+43,443
134 135
136
137 138