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
4876
$471K ﹤0.01%
19,266
+100
4877
$469K ﹤0.01%
101,958
+91,319
4878
$469K ﹤0.01%
27,433
4879
$469K ﹤0.01%
5,009
-355
4880
$467K ﹤0.01%
1,839
+842
4881
$467K ﹤0.01%
+4,978
4882
$467K ﹤0.01%
71,328
+1,662
4883
$463K ﹤0.01%
366
-165
4884
$463K ﹤0.01%
39,561
+37,075
4885
$461K ﹤0.01%
44,490
+41,306
4886
$459K ﹤0.01%
22,582
-13,802
4887
$458K ﹤0.01%
53,666
+41,082
4888
$458K ﹤0.01%
32,186
+8,617
4889
– –
0
4890
$456K ﹤0.01%
31,211
-620,564
4891
$454K ﹤0.01%
25,230
+20,250
4892
$453K ﹤0.01%
96,539
+53,076
4893
$451K ﹤0.01%
66
+12
4894
$451K ﹤0.01%
11,440
-11,524
4895
$448K ﹤0.01%
24,709
+23,811
4896
$448K ﹤0.01%
123,044
+97,699
4897
$446K ﹤0.01%
31,667
+2,900
4898
$446K ﹤0.01%
25,864
-9,618
4899
$446K ﹤0.01%
126,835
-10,076
4900
$445K ﹤0.01%
11,451
+584
194 195
196
197 198