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
4901
$445K ﹤0.01%
8,212
-707
4902
$444K ﹤0.01%
15,336
+7,285
4903
$443K ﹤0.01%
87,900
+16,303
4904
$443K ﹤0.01%
77,629
+66,467
4905
$442K ﹤0.01%
25,391
+21,007
4906
$441K ﹤0.01%
46,714
+41,299
4907
$441K ﹤0.01%
19,913
+10,872
4908
$441K ﹤0.01%
+22,015
4909
$441K ﹤0.01%
207,877
-227,164
4910
$440K ﹤0.01%
45,227
-8,184
4911
$440K ﹤0.01%
84,870
+74,113
4912
$439K ﹤0.01%
255
+109
4913
$438K ﹤0.01%
158,440
-193,940
4914
$437K ﹤0.01%
22,931
-54,071
4915
$436K ﹤0.01%
52,604
+26,560
4916
$433K ﹤0.01%
113,283
+103,679
4917
$433K ﹤0.01%
116,017
-25,236
4918
$433K ﹤0.01%
36,954
+34,632
4919
$432K ﹤0.01%
84,610
+33,572
4920
$431K ﹤0.01%
7,419
+6,840
4921
$431K ﹤0.01%
12,243
-14,468
4922
$431K ﹤0.01%
22,095
-67,805
4923
$431K ﹤0.01%
23,226
-2,532
4924
$429K ﹤0.01%
13,110
+8,906
4925
$428K ﹤0.01%
169,719
+159,044
195 196
197
198 199