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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
5801
$24K ﹤0.01%
4,570
+250
5802
$24K ﹤0.01%
8,647
-19,629
5803
$24K ﹤0.01%
119
-21
5804
$24K ﹤0.01%
2,649
-127
5805
$24K ﹤0.01%
1,850
-1,575
5806
$24K ﹤0.01%
37,440
+17,328
5807
$24K ﹤0.01%
887
-386
5808
$24K ﹤0.01%
1,442
-630
5809
$24K ﹤0.01%
1,050
+221
5810
$23K ﹤0.01%
1,017
-4,824
5811
$23K ﹤0.01%
3,000
+300
5812
$23K ﹤0.01%
4,146
+3,347
5813
$23K ﹤0.01%
717
5814
$23K ﹤0.01%
706
+534
5815
$23K ﹤0.01%
7,761
-73,044
5816
$23K ﹤0.01%
872
5817
$22K ﹤0.01%
1,006
5818
$22K ﹤0.01%
5
5819
$22K ﹤0.01%
1,198
+932
5820
$22K ﹤0.01%
783
+681
5821
$22K ﹤0.01%
4,100
+1,500
5822
$22K ﹤0.01%
4,400
5823
$22K ﹤0.01%
10,100
+3,816
5824
$22K ﹤0.01%
3,459
-5,498
5825
$22K ﹤0.01%
1,800
-600
231 232
233
234 235