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
4476
$875K ﹤0.01%
55,180
+48,641
4477
$875K ﹤0.01%
71,290
+3,924
4478
$873K ﹤0.01%
24,895
+21,693
4479
$871K ﹤0.01%
107,512
-13,026
4480
$871K ﹤0.01%
22,639
-10,125
4481
$869K ﹤0.01%
27,143
+21,272
4482
$869K ﹤0.01%
45,762
+24,334
4483
$868K ﹤0.01%
19,981
+18,553
4484
$868K ﹤0.01%
32,658
+3,786
4485
$867K ﹤0.01%
27,463
-24,778
4486
$866K ﹤0.01%
42,562
+39,276
4487
$866K ﹤0.01%
32,646
+18,591
4488
$865K ﹤0.01%
36,452
-5,144
4489
$865K ﹤0.01%
54,267
+8,710
4490
$864K ﹤0.01%
30,153
-8,853
4491
$864K ﹤0.01%
54,630
-9,673
4492
$863K ﹤0.01%
76,127
-58,123
4493
$862K ﹤0.01%
65,556
+32,307
4494
$862K ﹤0.01%
198,209
+166,929
4495
$862K ﹤0.01%
174,787
+58,807
4496
$862K ﹤0.01%
36,527
+21,325
4497
$861K ﹤0.01%
61,175
+20,571
4498
$860K ﹤0.01%
16,741
-186
4499
$858K ﹤0.01%
21,341
+5,214
4500
$856K ﹤0.01%
59,496
-5,626
178 179
180
181 182