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
4301
$1.12M ﹤0.01%
427
+98
4302
$1.12M ﹤0.01%
49,650
+46,430
4303
$1.11M ﹤0.01%
73,640
+43,460
4304
$1.1M ﹤0.01%
59,756
+52,672
4305
$1.1M ﹤0.01%
8,244
-11,066
4306
$1.1M ﹤0.01%
38,292
+37,297
4307
$1.1M ﹤0.01%
58,461
+1,655
4308
$1.1M ﹤0.01%
34,424
+8,884
4309
$1.1M ﹤0.01%
104,557
-3,656
4310
$1.1M ﹤0.01%
1,399,663
+279,955
4311
$1.1M ﹤0.01%
55,174
+46,915
4312
$1.1M ﹤0.01%
131,788
-11,887
4313
$1.1M ﹤0.01%
79,466
+72,438
4314
$1.1M ﹤0.01%
26,235
-824
4315
$1.09M ﹤0.01%
76,824
+71,996
4316
$1.09M ﹤0.01%
123,677
+34,225
4317
$1.09M ﹤0.01%
78,119
+11,554
4318
$1.09M ﹤0.01%
32,996
-20,420
4319
$1.09M ﹤0.01%
8,664
+7,023
4320
$1.09M ﹤0.01%
47,297
-42,883
4321
$1.09M ﹤0.01%
206,826
+17,554
4322
$1.09M ﹤0.01%
32,957
+9,796
4323
$1.09M ﹤0.01%
20,128
+12,567
4324
$1.09M ﹤0.01%
49,172
+2,616
4325
$1.09M ﹤0.01%
341,967
+191,449
171 172
173
174 175