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
4451
$916K ﹤0.01%
59,450
+50,361
4452
$916K ﹤0.01%
18,728
-638
4453
$913K ﹤0.01%
136,681
+9,427
4454
$911K ﹤0.01%
101,194
+82,447
4455
$907K ﹤0.01%
48,695
+45,634
4456
$904K ﹤0.01%
130,115
+79,237
4457
$903K ﹤0.01%
55,842
-4,463
4458
$903K ﹤0.01%
24,025
+22,406
4459
$899K ﹤0.01%
+55,783
4460
$897K ﹤0.01%
150,609
-55,217
4461
$896K ﹤0.01%
59,715
-23,243
4462
$894K ﹤0.01%
276,952
+106,120
4463
$890K ﹤0.01%
56,313
+51,275
4464
$890K ﹤0.01%
35,299
-24,645
4465
$890K ﹤0.01%
66,252
+55,441
4466
$889K ﹤0.01%
12,789
+1,262
4467
$888K ﹤0.01%
44,045
+26,688
4468
$887K ﹤0.01%
8,640
+1,701
4469
$886K ﹤0.01%
14,326
+3,338
4470
$885K ﹤0.01%
72,840
-81,483
4471
$883K ﹤0.01%
36,272
-103,761
4472
$883K ﹤0.01%
361,836
+324,640
4473
$883K ﹤0.01%
49,952
+34,457
4474
$877K ﹤0.01%
106,371
-32,895
4475
$875K ﹤0.01%
+31,655
177 178
179
180 181