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
5226
$214K ﹤0.01%
351
+329
5227
$214K ﹤0.01%
8,620
+50
5228
$213K ﹤0.01%
12,899
-84,415
5229
$213K ﹤0.01%
15,500
+15,297
5230
$213K ﹤0.01%
27,000
+19,600
5231
$212K ﹤0.01%
79,994
+63,861
5232
$212K ﹤0.01%
7,381
-15,079
5233
$212K ﹤0.01%
7,031
-34,866
5234
$212K ﹤0.01%
7,873
+1,384
5235
$211K ﹤0.01%
3,378
+3,040
5236
$211K ﹤0.01%
34
+20
5237
$211K ﹤0.01%
15,603
-2,978
5238
$211K ﹤0.01%
60,023
+30,483
5239
$209K ﹤0.01%
14,575
+13,560
5240
$208K ﹤0.01%
14,701
+4,200
5241
$208K ﹤0.01%
50,787
+24,799
5242
$205K ﹤0.01%
3,999
-285
5243
$204K ﹤0.01%
30,447
+13,257
5244
$204K ﹤0.01%
18,192
+14,458
5245
$203K ﹤0.01%
26,423
-660
5246
$201K ﹤0.01%
1,313
-4,167
5247
$201K ﹤0.01%
12,137
-24,979
5248
$201K ﹤0.01%
19,234
-125
5249
$201K ﹤0.01%
14,116
-958
5250
$200K ﹤0.01%
6,888
+5,555
208 209
210
211 212