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
5251
$200K ﹤0.01%
20,273
+14,491
5252
$199K ﹤0.01%
33,690
-23,251
5253
$199K ﹤0.01%
12,136
+7,351
5254
$199K ﹤0.01%
77,928
-34,478
5255
$198K ﹤0.01%
12,159
+590
5256
$198K ﹤0.01%
529
+1
5257
$198K ﹤0.01%
24,255
+22,599
5258
$198K ﹤0.01%
2,335
+1,479
5259
– –
0
5260
$197K ﹤0.01%
13,705
+10,059
5261
$196K ﹤0.01%
1,398
+1,264
5262
$196K ﹤0.01%
42,082
+34,790
5263
$195K ﹤0.01%
26,000
-7,000
5264
$194K ﹤0.01%
39,751
-23,832
5265
$194K ﹤0.01%
27,260
-38,888
5266
$193K ﹤0.01%
4,216
+164
5267
$192K ﹤0.01%
62,847
+52,428
5268
$191K ﹤0.01%
88,247
+69,672
5269
$191K ﹤0.01%
304
+266
5270
$191K ﹤0.01%
10,421
+1,154
5271
$190K ﹤0.01%
824
+636
5272
$190K ﹤0.01%
+3,600
5273
$190K ﹤0.01%
1,918
+1,554
5274
$190K ﹤0.01%
37,864
+9,700
5275
$189K ﹤0.01%
8,521
-28,482
209 210
211
212 213