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
4851
$490K ﹤0.01%
30,135
-4,860
4852
$490K ﹤0.01%
+8,262
4853
$490K ﹤0.01%
80,422
+68,228
4854
$488K ﹤0.01%
73,599
+20,363
4855
$487K ﹤0.01%
36,906
+21,548
4856
$486K ﹤0.01%
109,922
+83,522
4857
$485K ﹤0.01%
32,205
-10,180
4858
$485K ﹤0.01%
30
+27
4859
$483K ﹤0.01%
71,083
-37,324
4860
$482K ﹤0.01%
19,578
-535
4861
$481K ﹤0.01%
36,692
+34,468
4862
$480K ﹤0.01%
62,313
+1,177
4863
$479K ﹤0.01%
227,130
+85,717
4864
$479K ﹤0.01%
27,976
-156,695
4865
$479K ﹤0.01%
18,253
-1,352
4866
$478K ﹤0.01%
40,120
+27,136
4867
$478K ﹤0.01%
18,767
+17,483
4868
$477K ﹤0.01%
9,178
+1,606
4869
$476K ﹤0.01%
25,399
-11,097
4870
$475K ﹤0.01%
111,582
+98,951
4871
$475K ﹤0.01%
30,136
+24,544
4872
$475K ﹤0.01%
2,328
+1,930
4873
$473K ﹤0.01%
17,171
-27,402
4874
$473K ﹤0.01%
9,506
-2,992
4875
$472K ﹤0.01%
66,607
+61,573
193 194
195
196 197