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
4626
$698K ﹤0.01%
+23,279
4627
$696K ﹤0.01%
26,676
+7,138
4628
$694K ﹤0.01%
58,867
+1,130
4629
$694K ﹤0.01%
9,498
+124
4630
$694K ﹤0.01%
44,484
+32,858
4631
$694K ﹤0.01%
36,814
+32,400
4632
$694K ﹤0.01%
16,687
+540
4633
$694K ﹤0.01%
221,950
+9,150
4634
$691K ﹤0.01%
203,875
-673,345
4635
$690K ﹤0.01%
20,957
-515
4636
$689K ﹤0.01%
97,753
+91,429
4637
$688K ﹤0.01%
116,392
+110,065
4638
$687K ﹤0.01%
13,792
+240
4639
$687K ﹤0.01%
86,523
+76,721
4640
$686K ﹤0.01%
33,134
-7,491
4641
$686K ﹤0.01%
13,484
-1,796
4642
$684K ﹤0.01%
28,699
+20,756
4643
$681K ﹤0.01%
278,000
+143,285
4644
$681K ﹤0.01%
63,980
+31,405
4645
$681K ﹤0.01%
17,655
+16,552
4646
$681K ﹤0.01%
20,216
+18,104
4647
$680K ﹤0.01%
32,157
+19,855
4648
$680K ﹤0.01%
35,978
+33,007
4649
$679K ﹤0.01%
43,264
-24,477
4650
$678K ﹤0.01%
47
+43
184 185
186
187 188