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
4726
$599K ﹤0.01%
57,627
+1,222
4727
$597K ﹤0.01%
39,658
+15,633
4728
$594K ﹤0.01%
18,179
+8,789
4729
$592K ﹤0.01%
11,948
+67
4730
$591K ﹤0.01%
151,518
+127,315
4731
$589K ﹤0.01%
66,062
+59,125
4732
$589K ﹤0.01%
214,100
4733
$588K ﹤0.01%
3,140
+2,387
4734
$588K ﹤0.01%
+23,975
4735
$588K ﹤0.01%
10,251
-6,291
4736
$587K ﹤0.01%
46,342
+11,673
4737
$586K ﹤0.01%
223,632
-86,164
4738
$586K ﹤0.01%
74,321
-71,869
4739
$585K ﹤0.01%
24,689
+21,914
4740
$584K ﹤0.01%
49,501
+45,939
4741
$584K ﹤0.01%
58,414
+9,887
4742
$584K ﹤0.01%
23,607
-107,728
4743
$583K ﹤0.01%
11,710
+9,891
4744
$582K ﹤0.01%
180,573
4745
$581K ﹤0.01%
217,443
+166,609
4746
$580K ﹤0.01%
48,599
+42,552
4747
$580K ﹤0.01%
124,770
+21,397
4748
$580K ﹤0.01%
14,478
+8,521
4749
$580K ﹤0.01%
26,074
+14,005
4750
$579K ﹤0.01%
37,488
+6,311
188 189
190
191 192