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
5626
$49K ﹤0.01%
25,951
-7,082
5627
$49K ﹤0.01%
21,107
+8,953
5628
$49K ﹤0.01%
1,500
+456
5629
$49K ﹤0.01%
11,138
-11,261
5630
$48K ﹤0.01%
19,669
5631
$48K ﹤0.01%
2,010
-136
5632
$47K ﹤0.01%
92,066
-21,200
5633
$47K ﹤0.01%
1,887
+1,313
5634
$47K ﹤0.01%
3,307
-18,433
5635
$47K ﹤0.01%
5,486
-54,956
5636
$47K ﹤0.01%
49,330
+9,900
5637
$47K ﹤0.01%
1,350
-2,928
5638
$46K ﹤0.01%
+8,479
5639
$46K ﹤0.01%
20,088
5640
$46K ﹤0.01%
5,058
-2,811
5641
$46K ﹤0.01%
1,850
-35
5642
$46K ﹤0.01%
2,592
+480
5643
$46K ﹤0.01%
+1,661
5644
$45K ﹤0.01%
9
+5
5645
$45K ﹤0.01%
93
-19
5646
$45K ﹤0.01%
11,008
+7,008
5647
$45K ﹤0.01%
49,400
+4,300
5648
$44K ﹤0.01%
+1,821
5649
$44K ﹤0.01%
2,156
-34
5650
$44K ﹤0.01%
7,340
-10,305
224 225
226
227 228