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
4826
$511K ﹤0.01%
13,781
+2,782
4827
$511K ﹤0.01%
15,184
+13,561
4828
$511K ﹤0.01%
214,308
-104,491
4829
$510K ﹤0.01%
54,612
+19,402
4830
$508K ﹤0.01%
18,848
+6,332
4831
$508K ﹤0.01%
50,503
+27,317
4832
$505K ﹤0.01%
39,635
+37,486
4833
$505K ﹤0.01%
31,604
+6,824
4834
$504K ﹤0.01%
25,960
+2,450
4835
$501K ﹤0.01%
22,778
+22,578
4836
$500K ﹤0.01%
19,554
+1,441
4837
$499K ﹤0.01%
27,047
+25,330
4838
$499K ﹤0.01%
66,908
-54,970
4839
$499K ﹤0.01%
13,723
+986
4840
$498K ﹤0.01%
35,048
+8,645
4841
$498K ﹤0.01%
33,397
-8,225
4842
$497K ﹤0.01%
36,109
-5,841
4843
$497K ﹤0.01%
42,085
+5,495
4844
$496K ﹤0.01%
60,913
-11,886
4845
$495K ﹤0.01%
15,528
+288
4846
$494K ﹤0.01%
37,674
+21,965
4847
$494K ﹤0.01%
19,678
-6,933
4848
$492K ﹤0.01%
36,737
+34,042
4849
$491K ﹤0.01%
6,641
-43,730
4850
$490K ﹤0.01%
31,215
+29,801
192 193
194
195 196