Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
6,788
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$424M
3
+$403M
4
RAI
Reynolds American Inc
RAI
+$384M
5
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$372M

Top Sells

1
+$2.51B
2
+$1.34B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$600M
5
ZTS icon
Zoetis
ZTS
+$540M

Sector Composition

1 Financials 9.92%
2 Technology 8.94%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6076
$5K ﹤0.01%
100
6077
$5K ﹤0.01%
2,288
+971
6078
$5K ﹤0.01%
5,421
-12,922
6079
$5K ﹤0.01%
5,905
-2,457
6080
$5K ﹤0.01%
15
6081
$5K ﹤0.01%
272
6082
$5K ﹤0.01%
4,030
-214
6083
$5K ﹤0.01%
550
+350
6084
$5K ﹤0.01%
2,500
+2,300
6085
$5K ﹤0.01%
250
6086
$5K ﹤0.01%
332
+82
6087
$5K ﹤0.01%
500
6088
$5K ﹤0.01%
2,425
+625
6089
$5K ﹤0.01%
954
+1
6090
$5K ﹤0.01%
300
6091
$5K ﹤0.01%
100
6092
$5K ﹤0.01%
1,226
-1,377
6093
$4K ﹤0.01%
15
+12
6094
$4K ﹤0.01%
+200
6095
$4K ﹤0.01%
155
6096
$4K ﹤0.01%
232
+87
6097
$4K ﹤0.01%
322
+70
6098
$4K ﹤0.01%
200
-400
6099
– –
0
6100
$4K ﹤0.01%
31
-133
242 243
244
245 246