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
5126
$272K ﹤0.01%
959
+813
5127
$271K ﹤0.01%
29,804
+23,377
5128
$270K ﹤0.01%
21,376
-1,365
5129
$270K ﹤0.01%
18,042
-3,943
5130
$269K ﹤0.01%
20,473
+19,186
5131
$269K ﹤0.01%
190
+5
5132
$268K ﹤0.01%
1,794
+1,509
5133
$268K ﹤0.01%
39,134
+1,979
5134
$267K ﹤0.01%
38,180
-140,021
5135
$265K ﹤0.01%
20,211
-310
5136
$265K ﹤0.01%
5,022
+463
5137
$265K ﹤0.01%
12,763
+9,900
5138
$262K ﹤0.01%
38,000
-5,000
5139
$262K ﹤0.01%
20,054
-23,446
5140
$261K ﹤0.01%
21,777
+430
5141
$260K ﹤0.01%
+1,933
5142
$260K ﹤0.01%
10,551
-353
5143
$260K ﹤0.01%
24,672
-516
5144
$260K ﹤0.01%
20,761
+10,551
5145
$259K ﹤0.01%
11,792
+11,584
5146
$259K ﹤0.01%
+30,624
5147
$259K ﹤0.01%
4,048
-10,539
5148
$258K ﹤0.01%
9,368
+1,588
5149
$258K ﹤0.01%
3,955
+88
5150
$257K ﹤0.01%
9,470
+8,686
204 205
206
207 208