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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5651
$44K ﹤0.01%
+1,821
5652
$44K ﹤0.01%
2,627
+108
5653
$44K ﹤0.01%
+65
5654
$44K ﹤0.01%
2,156
-34
5655
$44K ﹤0.01%
7,340
-10,305
5656
$44K ﹤0.01%
4,269
+3,769
5657
$43K ﹤0.01%
1,585
+1,535
5658
$42K ﹤0.01%
3,898
-325
5659
$42K ﹤0.01%
8,237
-300
5660
$42K ﹤0.01%
5,758
-400
5661
$42K ﹤0.01%
3,111
+2,161
5662
$42K ﹤0.01%
1,581
-345
5663
$42K ﹤0.01%
2,144
-2,158
5664
$42K ﹤0.01%
16,605
-7,074
5665
$42K ﹤0.01%
325
5666
$41K ﹤0.01%
9,814
-1,755
5667
$41K ﹤0.01%
22,177
+17,100
5668
$41K ﹤0.01%
4,135
+2,843
5669
$41K ﹤0.01%
4,356
+1,669
5670
$41K ﹤0.01%
6,744
-804
5671
– –
0
5672
$40K ﹤0.01%
457
-343
5673
$40K ﹤0.01%
8,394
+325
5674
$40K ﹤0.01%
1,530
-1,394
5675
$40K ﹤0.01%
7,331
-12,093
225 226
227
228 229