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
5401
$124K ﹤0.01%
5,653
-404
5402
$122K ﹤0.01%
19,781
+19,778
5403
$121K ﹤0.01%
10,125
-20,728
5404
$119K ﹤0.01%
5,656
-3,094
5405
$119K ﹤0.01%
+2,476
5406
$119K ﹤0.01%
11,431
5407
$118K ﹤0.01%
12,782
+1,782
5408
$118K ﹤0.01%
2,872
-796
5409
$118K ﹤0.01%
4,320
-204
5410
$117K ﹤0.01%
17,612
+11,683
5411
$117K ﹤0.01%
5,454
+5,044
5412
$117K ﹤0.01%
+3,670
5413
$116K ﹤0.01%
5,987
+3,192
5414
$115K ﹤0.01%
888
+94
5415
$114K ﹤0.01%
31,656
-11,315
5416
$114K ﹤0.01%
2,002
-3,542
5417
$114K ﹤0.01%
6,112
+4,419
5418
$114K ﹤0.01%
8,631
+1,343
5419
$113K ﹤0.01%
3,158
5420
$113K ﹤0.01%
9,654
-322
5421
$113K ﹤0.01%
11,522
-2,732
5422
$112K ﹤0.01%
2,062
-3,821
5423
$112K ﹤0.01%
14,497
-6,553
5424
$112K ﹤0.01%
8,513
-1,219
5425
$112K ﹤0.01%
4,721
215 216
217
218 219