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
4801
$537K ﹤0.01%
189,117
+168,111
4802
$537K ﹤0.01%
89,388
+70,381
4803
$535K ﹤0.01%
10,640
+9,971
4804
$533K ﹤0.01%
49,781
+46,697
4805
$532K ﹤0.01%
134,646
+125,178
4806
$531K ﹤0.01%
123,937
+14,634
4807
$531K ﹤0.01%
30,944
+2,295
4808
$528K ﹤0.01%
41,645
+36,340
4809
$528K ﹤0.01%
107,743
+90,057
4810
$526K ﹤0.01%
45,595
-15,875
4811
$526K ﹤0.01%
23,231
-1,581
4812
$524K ﹤0.01%
200
+160
4813
$524K ﹤0.01%
86,971
+81,003
4814
$524K ﹤0.01%
37,614
+4,426
4815
$523K ﹤0.01%
31,218
+20,104
4816
$523K ﹤0.01%
43,352
-60,195
4817
$523K ﹤0.01%
56,375
+52,836
4818
$522K ﹤0.01%
20,420
+15,472
4819
$522K ﹤0.01%
116,586
+103,525
4820
$519K ﹤0.01%
39,664
-41,005
4821
$519K ﹤0.01%
14,909
+12,801
4822
$515K ﹤0.01%
109,147
+13,941
4823
$514K ﹤0.01%
39,728
+35,455
4824
$511K ﹤0.01%
125,227
+73,284
4825
$511K ﹤0.01%
37,275
-2,970
191 192
193
194 195