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
4751
$579K ﹤0.01%
17,393
-26,967
4752
$579K ﹤0.01%
50,146
+14,252
4753
$579K ﹤0.01%
178,770
+123,016
4754
$578K ﹤0.01%
330,588
+27,729
4755
$576K ﹤0.01%
18,446
+16,182
4756
$576K ﹤0.01%
107
-53
4757
$575K ﹤0.01%
98,657
-1,367,984
4758
$575K ﹤0.01%
7,473
+2,986
4759
$574K ﹤0.01%
10,295
+7,963
4760
$574K ﹤0.01%
23,020
+2,528
4761
$573K ﹤0.01%
22,075
+9,324
4762
$573K ﹤0.01%
23,960
-1,623
4763
$573K ﹤0.01%
112,039
+83,386
4764
$571K ﹤0.01%
273,395
+43,025
4765
$570K ﹤0.01%
103,514
+58,979
4766
$569K ﹤0.01%
41,497
+37,285
4767
$569K ﹤0.01%
223,317
+205,818
4768
$568K ﹤0.01%
50,922
-351,094
4769
$568K ﹤0.01%
35,705
-82,311
4770
$568K ﹤0.01%
26,058
+10,448
4771
$568K ﹤0.01%
222,910
+141,586
4772
$568K ﹤0.01%
56,028
+48,958
4773
$568K ﹤0.01%
79,432
+73,509
4774
$567K ﹤0.01%
1,027
+108
4775
$567K ﹤0.01%
52,828
+38,535
189 190
191
192 193