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
5426
$112K ﹤0.01%
309
+98
5427
$111K ﹤0.01%
4,674
+4,385
5428
$111K ﹤0.01%
3,649
+1,298
5429
$111K ﹤0.01%
16,310
+5,010
5430
$111K ﹤0.01%
8,689
+284
5431
$111K ﹤0.01%
5,300
+4,100
5432
$110K ﹤0.01%
4,226
-60
5433
$110K ﹤0.01%
3,252
+2,456
5434
$110K ﹤0.01%
1,575
-214
5435
$109K ﹤0.01%
+5,111
5436
$109K ﹤0.01%
10,910
-3,116
5437
$109K ﹤0.01%
62,596
-17,386
5438
$108K ﹤0.01%
7,019
5439
$108K ﹤0.01%
5,666
-930
5440
$107K ﹤0.01%
7,950
+4,650
5441
$107K ﹤0.01%
17,567
+16,004
5442
$107K ﹤0.01%
6,840
+6,424
5443
$106K ﹤0.01%
5,119
-1,326
5444
$106K ﹤0.01%
36,744
-440
5445
$106K ﹤0.01%
4,580
-1,057
5446
$105K ﹤0.01%
8,007
-5,529
5447
$104K ﹤0.01%
3,900
-250
5448
$103K ﹤0.01%
18,771
-12,473
5449
$103K ﹤0.01%
7,058
-485
5450
$102K ﹤0.01%
2,463
-168
216 217
218
219 220