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
4701
$624K ﹤0.01%
61,639
+45,321
4702
$623K ﹤0.01%
41,459
+34,749
4703
$621K ﹤0.01%
15,551
+11,047
4704
$621K ﹤0.01%
63,809
+32,088
4705
$621K ﹤0.01%
117,115
+59,327
4706
$620K ﹤0.01%
8,919
-420
4707
$620K ﹤0.01%
40,365
-7,386
4708
$620K ﹤0.01%
156,976
-447,382
4709
$619K ﹤0.01%
28,537
-732
4710
$619K ﹤0.01%
+34,146
4711
$614K ﹤0.01%
19,133
+11,882
4712
$613K ﹤0.01%
182,640
-1,623
4713
$607K ﹤0.01%
21,563
-4,849
4714
$606K ﹤0.01%
23,181
+20,872
4715
$605K ﹤0.01%
17,104
+15,896
4716
$604K ﹤0.01%
46,677
+4,001
4717
$604K ﹤0.01%
30,408
-16,035
4718
$603K ﹤0.01%
7,490
+4,903
4719
$602K ﹤0.01%
2,409
+1,282
4720
$602K ﹤0.01%
39,530
-91,692
4721
$602K ﹤0.01%
78,729
+72,743
4722
$601K ﹤0.01%
37,656
-2,241
4723
$600K ﹤0.01%
64,086
+17,403
4724
$600K ﹤0.01%
97,476
+3,685
4725
$600K ﹤0.01%
24,125
-210,495
187 188
189
190 191