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
5301
$170K ﹤0.01%
886
+556
5302
$170K ﹤0.01%
24,114
+22,964
5303
$169K ﹤0.01%
5,534
+3,434
5304
$166K ﹤0.01%
12,662
+4,939
5305
– –
0
5306
$164K ﹤0.01%
7,848
+700
5307
$164K ﹤0.01%
45,849
-16,475
5308
$164K ﹤0.01%
22,509
-10,793
5309
$164K ﹤0.01%
12,208
-3,665
5310
$163K ﹤0.01%
4,878
-298
5311
$163K ﹤0.01%
451
+234
5312
$163K ﹤0.01%
8,497
-8,319
5313
$162K ﹤0.01%
10,039
-51,346
5314
$162K ﹤0.01%
3,867
5315
$162K ﹤0.01%
54,567
+19,414
5316
$161K ﹤0.01%
139,883
-116,489
5317
$161K ﹤0.01%
3,680
+3,559
5318
$161K ﹤0.01%
3,305
-415
5319
$160K ﹤0.01%
8,574
-2,196
5320
$160K ﹤0.01%
14,583
-70,750
5321
$160K ﹤0.01%
11,745
+1,145
5322
$159K ﹤0.01%
+37,048
5323
$158K ﹤0.01%
13,733
+12,777
5324
$158K ﹤0.01%
3,388
5325
$158K ﹤0.01%
3,827
-810
211 212
213
214 215