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
4976
$382K ﹤0.01%
12,396
+6,690
4977
$381K ﹤0.01%
18,525
-439
4978
$381K ﹤0.01%
14,098
+9,921
4979
$381K ﹤0.01%
552,280
-600
4980
$379K ﹤0.01%
53,861
-116,149
4981
$378K ﹤0.01%
9,369
-170
4982
$378K ﹤0.01%
178,402
+21,276
4983
$377K ﹤0.01%
3,104
-277
4984
$377K ﹤0.01%
119,005
-74,344
4985
$377K ﹤0.01%
78,701
+13,418
4986
$376K ﹤0.01%
42,002
+5,001
4987
$375K ﹤0.01%
1,389
+1,344
4988
$373K ﹤0.01%
13,397
-2
4989
$373K ﹤0.01%
25,428
-6,369
4990
$373K ﹤0.01%
32,428
+28,846
4991
$370K ﹤0.01%
20,694
-29,036
4992
$369K ﹤0.01%
16,891
-23,219
4993
$368K ﹤0.01%
27,300
-152,521
4994
$368K ﹤0.01%
175,283
+156,056
4995
$367K ﹤0.01%
79,604
+24,247
4996
$366K ﹤0.01%
+24,086
4997
$366K ﹤0.01%
29,099
+16,947
4998
$366K ﹤0.01%
214,254
-134,559
4999
$365K ﹤0.01%
24,135
-50,152
5000
$364K ﹤0.01%
2,021
+1,763
198 199
200
201 202