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
5476
$94K ﹤0.01%
8,339
-2,986
5477
$93K ﹤0.01%
+1,825
5478
$93K ﹤0.01%
3,485
-452
5479
$93K ﹤0.01%
1,437
+1,332
5480
$93K ﹤0.01%
4,363
-2,806
5481
$93K ﹤0.01%
5,471
-11,826
5482
$92K ﹤0.01%
9,500
-19,787
5483
$92K ﹤0.01%
107,450
5484
$92K ﹤0.01%
5,314
+2,555
5485
$92K ﹤0.01%
22,523
+1,887
5486
$92K ﹤0.01%
17,857
+15,911
5487
$92K ﹤0.01%
31,398
+26,747
5488
$92K ﹤0.01%
2,611
+100
5489
$91K ﹤0.01%
2,889
+468
5490
$91K ﹤0.01%
8,311
+1,650
5491
$91K ﹤0.01%
4,708
+3,194
5492
$91K ﹤0.01%
32,703
+1,007
5493
$89K ﹤0.01%
4,389
+2,819
5494
$89K ﹤0.01%
26,208
+9,965
5495
$89K ﹤0.01%
6,324
+1,650
5496
$89K ﹤0.01%
1,657
+725
5497
$88K ﹤0.01%
12,504
+11,956
5498
$88K ﹤0.01%
3,432
+284
5499
$88K ﹤0.01%
876
-106
5500
$87K ﹤0.01%
20,337
+18,837
218 219
220
221 222