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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
5851
$19K ﹤0.01%
6,300
5852
$19K ﹤0.01%
4,538
-5,445
5853
$19K ﹤0.01%
1,200
+590
5854
$19K ﹤0.01%
15,639
+15,027
5855
$19K ﹤0.01%
424
+155
5856
$19K ﹤0.01%
125
5857
$19K ﹤0.01%
1,067
-561
5858
$19K ﹤0.01%
3,150
-46,143
5859
$19K ﹤0.01%
14,875
+3,954
5860
– –
0
5861
$19K ﹤0.01%
29
-31
5862
$18K ﹤0.01%
1,121
+993
5863
$18K ﹤0.01%
2,000
5864
$18K ﹤0.01%
2,236
+50
5865
$18K ﹤0.01%
1,593
-187
5866
$18K ﹤0.01%
2,249
5867
$18K ﹤0.01%
750
5868
$18K ﹤0.01%
1,200
5869
$18K ﹤0.01%
4,476
-31,014
5870
$18K ﹤0.01%
4,561
-5,377
5871
$18K ﹤0.01%
26,280
-10,500
5872
$17K ﹤0.01%
2,134
+642
5873
$17K ﹤0.01%
4,799
+360
5874
$17K ﹤0.01%
1,055
5875
$17K ﹤0.01%
1,022
+722
233 234
235
236 237