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
5451
$102K ﹤0.01%
15,025
5452
$102K ﹤0.01%
7,537
+614
5453
$102K ﹤0.01%
1,830
-796
5454
$101K ﹤0.01%
6,363
-1,728
5455
$101K ﹤0.01%
13,794
+48
5456
$101K ﹤0.01%
5,424
+616
5457
$101K ﹤0.01%
8,700
-1,917
5458
$101K ﹤0.01%
44,488
+13,503
5459
$100K ﹤0.01%
2,904
-255
5460
$100K ﹤0.01%
30,600
+20,100
5461
$100K ﹤0.01%
12,535
+3,499
5462
$100K ﹤0.01%
7,104
+552
5463
$99K ﹤0.01%
39,812
+25,704
5464
$98K ﹤0.01%
6,870
+2,153
5465
$98K ﹤0.01%
15,512
-18,600
5466
$98K ﹤0.01%
2,084
+1,327
5467
$97K ﹤0.01%
8,748
5468
$97K ﹤0.01%
15,860
-179
5469
$97K ﹤0.01%
8,200
+5,264
5470
$97K ﹤0.01%
91,334
+18,641
5471
$97K ﹤0.01%
4,479
+2,433
5472
$96K ﹤0.01%
92
+50
5473
$96K ﹤0.01%
14,800
-20,103
5474
$96K ﹤0.01%
2,038
-2,228
5475
$96K ﹤0.01%
5,782
+1,705
217 218
219
220 221