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
5376
$134K ﹤0.01%
101
+95
5377
$134K ﹤0.01%
900
-400
5378
$134K ﹤0.01%
25,124
-271,860
5379
$133K ﹤0.01%
18,819
+4,810
5380
$133K ﹤0.01%
2,664
+2,500
5381
$130K ﹤0.01%
8,433
+6,933
5382
$130K ﹤0.01%
37,630
-10,072
5383
$130K ﹤0.01%
9,021
+900
5384
$130K ﹤0.01%
21,679
+19,681
5385
$129K ﹤0.01%
14,001
+12,183
5386
$129K ﹤0.01%
5,000
-500
5387
$128K ﹤0.01%
+44
5388
$128K ﹤0.01%
22,977
-4,581
5389
$128K ﹤0.01%
3,105
+1,855
5390
$127K ﹤0.01%
30,851
+26,461
5391
$127K ﹤0.01%
6,352
-35,724
5392
$127K ﹤0.01%
4,025
+1,600
5393
$127K ﹤0.01%
4,044
+75
5394
$127K ﹤0.01%
18,202
+15,473
5395
$126K ﹤0.01%
9,978
+3,368
5396
$126K ﹤0.01%
3,700
+3,602
5397
$125K ﹤0.01%
7
5398
$124K ﹤0.01%
+5,972
5399
$124K ﹤0.01%
5,804
-12,638
5400
$124K ﹤0.01%
7,758
+8
214 215
216
217 218