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
5926
$13K ﹤0.01%
34
-1
5927
$13K ﹤0.01%
+1,300
5928
$13K ﹤0.01%
7,650
5929
$13K ﹤0.01%
25,400
-5,900
5930
$13K ﹤0.01%
9,852
-4,623
5931
$13K ﹤0.01%
1,997
-5,817
5932
$13K ﹤0.01%
+1,024
5933
$13K ﹤0.01%
+1,543
5934
$13K ﹤0.01%
1,200
5935
$13K ﹤0.01%
1,514
-35,491
5936
$12K ﹤0.01%
+3,533
5937
$12K ﹤0.01%
+700
5938
$12K ﹤0.01%
5,600
+5,200
5939
$12K ﹤0.01%
+654
5940
$12K ﹤0.01%
425
-275
5941
$12K ﹤0.01%
500
5942
$12K ﹤0.01%
2,000
5943
$12K ﹤0.01%
109
-43
5944
$12K ﹤0.01%
1,045
5945
$12K ﹤0.01%
9,612
+6,000
5946
$12K ﹤0.01%
7,000
5947
$12K ﹤0.01%
1,000
5948
$12K ﹤0.01%
3,178
5949
$12K ﹤0.01%
+174
5950
$12K ﹤0.01%
112
+81
236 237
238
239 240