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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
6126
$3K ﹤0.01%
125
-190
6127
$3K ﹤0.01%
329
6128
$3K ﹤0.01%
158
+157
6129
$3K ﹤0.01%
2
6130
$3K ﹤0.01%
145
6131
$3K ﹤0.01%
1,000
6132
$3K ﹤0.01%
175
6133
$3K ﹤0.01%
8,400
-2,322
6134
$3K ﹤0.01%
648
-3,332
6135
$3K ﹤0.01%
269
6136
$3K ﹤0.01%
40
6137
$3K ﹤0.01%
1,778
-421
6138
$3K ﹤0.01%
+775
6139
$3K ﹤0.01%
559,083
-136,573
6140
$3K ﹤0.01%
352
6141
$3K ﹤0.01%
798
-15,290
6142
$3K ﹤0.01%
100
6143
$3K ﹤0.01%
1,300
-4,800
6144
– –
0
6145
$3K ﹤0.01%
462
-163
6146
$3K ﹤0.01%
1,000
-1,500
6147
$3K ﹤0.01%
209
6148
$3K ﹤0.01%
100
6149
$3K ﹤0.01%
400
+100
6150
$3K ﹤0.01%
224
244 245
246
247 248