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
5801
$24K ﹤0.01%
806
+615
5802
$24K ﹤0.01%
4,570
+250
5803
$24K ﹤0.01%
8,647
-19,629
5804
$24K ﹤0.01%
119
-21
5805
$24K ﹤0.01%
2,649
-127
5806
$24K ﹤0.01%
1,850
-1,575
5807
$24K ﹤0.01%
887
-386
5808
$24K ﹤0.01%
1,442
-630
5809
$24K ﹤0.01%
1,050
+221
5810
$23K ﹤0.01%
4,146
+3,347
5811
$23K ﹤0.01%
717
5812
$23K ﹤0.01%
706
+534
5813
$23K ﹤0.01%
7,761
-73,044
5814
$23K ﹤0.01%
1,017
-4,824
5815
$23K ﹤0.01%
872
5816
$23K ﹤0.01%
3,000
+300
5817
$22K ﹤0.01%
385
-40
5818
$22K ﹤0.01%
1,006
5819
$22K ﹤0.01%
5
5820
$22K ﹤0.01%
1,198
+932
5821
$22K ﹤0.01%
783
+681
5822
$22K ﹤0.01%
4,100
+1,500
5823
$22K ﹤0.01%
4,400
5824
$22K ﹤0.01%
10,100
+3,816
5825
$22K ﹤0.01%
3,459
-5,498
231 232
233
234 235