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
4601
$724K ﹤0.01%
46,979
+5,584
4602
$722K ﹤0.01%
26,243
+22,592
4603
$721K ﹤0.01%
32,238
+7,275
4604
$720K ﹤0.01%
14,270
+382
4605
$718K ﹤0.01%
117,062
-20,184
4606
$718K ﹤0.01%
256,180
+98,905
4607
$716K ﹤0.01%
65,794
-5,626
4608
$714K ﹤0.01%
171,560
+46,600
4609
$714K ﹤0.01%
19,276
-31,436
4610
$713K ﹤0.01%
167,679
+159,289
4611
$706K ﹤0.01%
24,085
+18,076
4612
$706K ﹤0.01%
89,608
+84,557
4613
$705K ﹤0.01%
75,127
+70,278
4614
$705K ﹤0.01%
13,460
+12,555
4615
$705K ﹤0.01%
117,462
+68,194
4616
$704K ﹤0.01%
58,444
+54,044
4617
$703K ﹤0.01%
69,940
+65,048
4618
$703K ﹤0.01%
327,104
+162,672
4619
$702K ﹤0.01%
452,826
+309,300
4620
$702K ﹤0.01%
24,873
+22,665
4621
$701K ﹤0.01%
63,776
+59,041
4622
$701K ﹤0.01%
6,980
+5,595
4623
$701K ﹤0.01%
112,230
+66,680
4624
$699K ﹤0.01%
129,966
+4,057
4625
$698K ﹤0.01%
42,686
+29,659
183 184
185
186 187