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
5601
$54K ﹤0.01%
22,950
+5,752
5602
$54K ﹤0.01%
4,500
5603
$54K ﹤0.01%
4,472
+1,809
5604
$54K ﹤0.01%
1,791
+725
5605
$53K ﹤0.01%
2,791
+254
5606
$53K ﹤0.01%
1,854
-133
5607
$53K ﹤0.01%
3,520
-1,240
5608
$53K ﹤0.01%
29,568
-6,830
5609
$52K ﹤0.01%
1,219
-59
5610
$52K ﹤0.01%
2,710
-285
5611
$52K ﹤0.01%
1,840
+1,500
5612
$52K ﹤0.01%
+21,600
5613
$51K ﹤0.01%
1,178
-372
5614
$51K ﹤0.01%
3,600
-63
5615
$51K ﹤0.01%
4,800
+3,730
5616
$50K ﹤0.01%
1,462
-459
5617
$50K ﹤0.01%
645
+150
5618
$50K ﹤0.01%
48,322
-67,349
5619
$50K ﹤0.01%
300
-25
5620
$50K ﹤0.01%
2,217
+725
5621
$50K ﹤0.01%
1,455
-1,614
5622
$50K ﹤0.01%
+1,563
5623
$49K ﹤0.01%
13,781
+7,459
5624
$49K ﹤0.01%
313
+268
5625
$49K ﹤0.01%
504
+126
223 224
225
226 227