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
4376
$1M ﹤0.01%
80,086
+30,984
4377
$1M ﹤0.01%
32,476
-45,179
4378
$1M ﹤0.01%
119,055
-1,516,037
4379
$1M ﹤0.01%
14,519
-31,584
4380
$998K ﹤0.01%
20,923
-3,413
4381
$993K ﹤0.01%
30,640
+6,962
4382
$991K ﹤0.01%
37,836
+31,996
4383
$987K ﹤0.01%
14,932
+11,837
4384
$985K ﹤0.01%
507,918
+346,291
4385
$985K ﹤0.01%
46,806
+2,706
4386
$983K ﹤0.01%
24,105
-16,139
4387
$983K ﹤0.01%
581,819
-9,355
4388
$983K ﹤0.01%
42,416
+39,604
4389
$983K ﹤0.01%
68,917
+63,645
4390
$982K ﹤0.01%
77,222
+39,382
4391
$982K ﹤0.01%
149,864
-589,889
4392
$982K ﹤0.01%
40,391
+39,595
4393
$981K ﹤0.01%
112,938
+3,249
4394
$979K ﹤0.01%
2,056
+1,346
4395
$979K ﹤0.01%
34,107
-385,790
4396
$978K ﹤0.01%
25,079
+21,879
4397
$977K ﹤0.01%
62,688
-1,916
4398
$975K ﹤0.01%
4,034
+3,027
4399
$974K ﹤0.01%
39,308
+37,424
4400
$973K ﹤0.01%
27,428
-5,376
174 175
176
177 178