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
5726
$32K ﹤0.01%
2,186
5727
$32K ﹤0.01%
51
-7
5728
$32K ﹤0.01%
2,446
-33,796
5729
$32K ﹤0.01%
14,370
+13,163
5730
$32K ﹤0.01%
1,338
-900
5731
$31K ﹤0.01%
1,237
+800
5732
$31K ﹤0.01%
7,959
-6,736
5733
$31K ﹤0.01%
1,800
5734
$31K ﹤0.01%
9,631
+8,580
5735
$31K ﹤0.01%
3,850
-4,165
5736
$31K ﹤0.01%
2,502
5737
$31K ﹤0.01%
2,070
5738
$31K ﹤0.01%
2,000
5739
$31K ﹤0.01%
31,527
+25,407
5740
$31K ﹤0.01%
21,814
+21,350
5741
$31K ﹤0.01%
1,821
5742
$30K ﹤0.01%
5,139
-10
5743
$30K ﹤0.01%
2,892
+1,079
5744
$30K ﹤0.01%
3,053
5745
$30K ﹤0.01%
1,759
-8,732
5746
$30K ﹤0.01%
1,610
+1,497
5747
– –
0
5748
– –
0
5749
$30K ﹤0.01%
1,402
+1,010
5750
$30K ﹤0.01%
19,885
+19,800
228 229
230
231 232