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
5526
$78K ﹤0.01%
532
-139
5527
$77K ﹤0.01%
+3,816
5528
$77K ﹤0.01%
11,024
+1,651
5529
$77K ﹤0.01%
4,775
5530
$76K ﹤0.01%
4,803
-11,246
5531
$76K ﹤0.01%
2,000
5532
$75K ﹤0.01%
548
-7
5533
$75K ﹤0.01%
4,642
+4,351
5534
$75K ﹤0.01%
7,450
+600
5535
$75K ﹤0.01%
339
-178
5536
$75K ﹤0.01%
1,237
+500
5537
$75K ﹤0.01%
3,821
-9,474
5538
$75K ﹤0.01%
13,552
+250
5539
$74K ﹤0.01%
44,109
+21,592
5540
$74K ﹤0.01%
432
-200
5541
$74K ﹤0.01%
2,668
-34,232
5542
$74K ﹤0.01%
2,478
-4,160
5543
$74K ﹤0.01%
9,300
-1,200
5544
$73K ﹤0.01%
243
-90
5545
$72K ﹤0.01%
2,696
-2,502
5546
$72K ﹤0.01%
2,265
+1,934
5547
$71K ﹤0.01%
58,580
-91,392
5548
$70K ﹤0.01%
42,565
+32,734
5549
$69K ﹤0.01%
+8,050
5550
$69K ﹤0.01%
4,831
+14
220 221
222
223 224