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
5351
$145K ﹤0.01%
3,923
-771
5352
$144K ﹤0.01%
519
+511
5353
$143K ﹤0.01%
12,731
+285
5354
$143K ﹤0.01%
12,335
+11,835
5355
$142K ﹤0.01%
9,971
+9,063
5356
$142K ﹤0.01%
2,600
5357
$141K ﹤0.01%
12,550
-296
5358
$141K ﹤0.01%
9,959
-61,744
5359
$141K ﹤0.01%
404
+375
5360
$141K ﹤0.01%
8,258
+691
5361
$141K ﹤0.01%
10,901
+2,622
5362
$141K ﹤0.01%
82,619
-348
5363
$140K ﹤0.01%
18,322
+5,307
5364
$140K ﹤0.01%
9,981
+2,680
5365
$139K ﹤0.01%
17,447
-38,178
5366
$139K ﹤0.01%
18,478
+12,425
5367
$139K ﹤0.01%
4,023
-110
5368
$138K ﹤0.01%
2,700
+153
5369
$138K ﹤0.01%
6,305
+1,008
5370
$137K ﹤0.01%
5,713
+2,348
5371
– –
0
5372
$135K ﹤0.01%
905
+668
5373
$135K ﹤0.01%
498
+445
5374
$135K ﹤0.01%
30,795
-1,047
5375
$134K ﹤0.01%
4,159
-11,806
213 214
215
216 217