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
5951
$12K ﹤0.01%
15,172
-5,005
5952
$12K ﹤0.01%
1,399
-700
5953
$12K ﹤0.01%
3,629
+1,118
5954
$12K ﹤0.01%
2,050
-1,850
5955
$11K ﹤0.01%
+2,000
5956
$11K ﹤0.01%
729
-1,971
5957
$11K ﹤0.01%
10,781
+3,068
5958
$11K ﹤0.01%
2,712
+2,437
5959
$11K ﹤0.01%
+23
5960
$11K ﹤0.01%
500
5961
$11K ﹤0.01%
817
-298
5962
$11K ﹤0.01%
+2,927
5963
$11K ﹤0.01%
500
5964
$11K ﹤0.01%
8,017
+500
5965
$11K ﹤0.01%
8,700
5966
$11K ﹤0.01%
+400
5967
$11K ﹤0.01%
+2,480
5968
$11K ﹤0.01%
4,701
-2,390
5969
$11K ﹤0.01%
475
-1,090
5970
$11K ﹤0.01%
475
-3,936
5971
$11K ﹤0.01%
29,922
-704
5972
$10K ﹤0.01%
+5,340
5973
$10K ﹤0.01%
1,520
+1,500
5974
$10K ﹤0.01%
4,700
-1,400
5975
$10K ﹤0.01%
+401
237 238
239
240 241