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
4276
$1.16M ﹤0.01%
95,164
+50,466
4277
$1.15M ﹤0.01%
47,664
+40,005
4278
$1.15M ﹤0.01%
83,069
-6,438
4279
$1.15M ﹤0.01%
124,673
-6,266
4280
$1.15M ﹤0.01%
139,941
+900
4281
$1.15M ﹤0.01%
10,551
-8,862
4282
$1.15M ﹤0.01%
168,490
+90,940
4283
$1.15M ﹤0.01%
237,230
-144,009
4284
$1.14M ﹤0.01%
270,608
+16,781
4285
$1.14M ﹤0.01%
43,209
+22,953
4286
$1.14M ﹤0.01%
122,128
+26,336
4287
$1.14M ﹤0.01%
14,529
+3,490
4288
$1.14M ﹤0.01%
133,682
-21,863
4289
$1.14M ﹤0.01%
81,302
+3,762
4290
$1.14M ﹤0.01%
137,630
+125,894
4291
$1.13M ﹤0.01%
36,038
-6,964
4292
$1.13M ﹤0.01%
39,596
+35,172
4293
$1.13M ﹤0.01%
79,425
-15,813
4294
$1.13M ﹤0.01%
3,429
+2,793
4295
$1.13M ﹤0.01%
36,147
+3,538
4296
$1.13M ﹤0.01%
98,948
-28,574
4297
$1.12M ﹤0.01%
93,176
-3,918
4298
$1.12M ﹤0.01%
99,569
+32,181
4299
$1.12M ﹤0.01%
77,967
+65,886
4300
$1.12M ﹤0.01%
223,571
+206,491
170 171
172
173 174