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
5026
$340K ﹤0.01%
39,949
+25,009
5027
$339K ﹤0.01%
25,694
+625
5028
$339K ﹤0.01%
46,568
+41,782
5029
$339K ﹤0.01%
14,775
+7,000
5030
$339K ﹤0.01%
63,443
+59,589
5031
$338K ﹤0.01%
50,158
+28,327
5032
$338K ﹤0.01%
28,413
+24,514
5033
$338K ﹤0.01%
12,985
5034
$338K ﹤0.01%
25,781
+8,721
5035
$337K ﹤0.01%
94,162
-4,766
5036
$336K ﹤0.01%
33,006
+19,068
5037
$335K ﹤0.01%
13,671
-486
5038
$335K ﹤0.01%
155,833
+146,040
5039
$334K ﹤0.01%
21,690
-15,605
5040
$334K ﹤0.01%
31,757
-85,049
5041
$333K ﹤0.01%
8,246
-56,412
5042
– –
0
5043
$333K ﹤0.01%
32,029
+1,983
5044
$333K ﹤0.01%
17,793
-5,141
5045
$333K ﹤0.01%
45,603
+41,787
5046
$333K ﹤0.01%
68,611
+63,917
5047
$332K ﹤0.01%
31,762
-303,041
5048
$329K ﹤0.01%
+3,293
5049
$329K ﹤0.01%
69,101
+31,701
5050
$328K ﹤0.01%
19,392
+12,573
200 201
202
203 204