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
4351
$1.04M ﹤0.01%
88,155
+71,142
4352
$1.04M ﹤0.01%
69,717
+5,660
4353
$1.04M ﹤0.01%
56,194
+33,879
4354
$1.03M ﹤0.01%
18,591
+16,403
4355
$1.03M ﹤0.01%
49,473
-12,788
4356
$1.03M ﹤0.01%
238,400
-194,705
4357
$1.03M ﹤0.01%
117,142
-84,869
4358
$1.03M ﹤0.01%
13
+6
4359
$1.03M ﹤0.01%
73,056
+57,148
4360
$1.02M ﹤0.01%
173,425
-2,500
4361
$1.02M ﹤0.01%
189,508
+122,241
4362
$1.02M ﹤0.01%
21,087
+11,031
4363
$1.02M ﹤0.01%
48,868
-14,233
4364
$1.02M ﹤0.01%
61,482
+45,725
4365
$1.02M ﹤0.01%
10,708
+7,174
4366
$1.02M ﹤0.01%
47,043
+4,661
4367
$1.02M ﹤0.01%
126,373
-659
4368
$1.02M ﹤0.01%
53,499
+49,935
4369
$1.01M ﹤0.01%
2,541
-3,836
4370
$1.01M ﹤0.01%
48,997
-2,734
4371
$1.01M ﹤0.01%
71,825
-49,557
4372
$1.01M ﹤0.01%
96,695
+55,228
4373
$1.01M ﹤0.01%
53,052
+4,929
4374
$1M ﹤0.01%
34,921
-38,934
4375
$1M ﹤0.01%
2,828
+2,521
173 174
175
176 177