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
3851
$2.01M ﹤0.01%
70,397
+61,382
3852
$2M ﹤0.01%
48,830
+43,258
3853
$2M ﹤0.01%
83,585
-6,127
3854
$2M ﹤0.01%
205,551
+16,347
3855
$2M ﹤0.01%
130,721
+23,782
3856
$2M ﹤0.01%
88,339
+33,554
3857
$2M ﹤0.01%
123,790
-45,378
3858
$2M ﹤0.01%
66,429
-46,194
3859
$2M ﹤0.01%
165,197
-162,917
3860
$1.99M ﹤0.01%
154,204
+30,893
3861
$1.99M ﹤0.01%
105,759
+87,844
3862
$1.99M ﹤0.01%
44,274
+6,405
3863
$1.98M ﹤0.01%
240,546
+171,964
3864
$1.98M ﹤0.01%
39,502
-2,115
3865
$1.97M ﹤0.01%
178,756
+86,492
3866
$1.97M ﹤0.01%
297,593
+142,543
3867
$1.97M ﹤0.01%
116,784
+101,327
3868
$1.97M ﹤0.01%
142,489
+21,709
3869
$1.97M ﹤0.01%
229,121
+63,964
3870
$1.97M ﹤0.01%
92,896
+27,504
3871
$1.96M ﹤0.01%
100,401
-108,969
3872
$1.96M ﹤0.01%
73,214
-155,717
3873
$1.96M ﹤0.01%
158,153
+2,582
3874
$1.96M ﹤0.01%
91,969
-562,573
3875
$1.96M ﹤0.01%
142,595
+24,509
153 154
155
156 157