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
4951
$405K ﹤0.01%
36,445
+17,631
4952
$403K ﹤0.01%
32,871
-3,586
4953
$402K ﹤0.01%
22,439
-195
4954
$401K ﹤0.01%
46,243
-145,109
4955
$401K ﹤0.01%
144,953
-10,681
4956
$400K ﹤0.01%
54,953
-21,773
4957
$400K ﹤0.01%
10,142
+118
4958
$399K ﹤0.01%
26,586
+2,957
4959
$397K ﹤0.01%
103,631
+12,326
4960
$397K ﹤0.01%
8,067
-1,046
4961
$396K ﹤0.01%
23,312
-3,016
4962
$396K ﹤0.01%
45,726
+42,859
4963
$394K ﹤0.01%
+8,837
4964
$394K ﹤0.01%
46,410
+13,081
4965
$392K ﹤0.01%
68,444
+48,958
4966
$389K ﹤0.01%
50,217
+40,970
4967
$388K ﹤0.01%
11,144
+10,263
4968
$387K ﹤0.01%
7,928
-499
4969
$386K ﹤0.01%
616
+534
4970
$386K ﹤0.01%
41,345
-20,263
4971
$385K ﹤0.01%
29,537
+11,871
4972
$385K ﹤0.01%
10,039
+8,693
4973
$385K ﹤0.01%
26,895
-1,120
4974
$384K ﹤0.01%
2,121
-2,943
4975
$383K ﹤0.01%
15,561
+857
197 198
199
200 201