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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
6376
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-13,200
6377
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-572,110
6378
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-81,234
6379
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-75
6380
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-188,314
6381
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-2,987
6382
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-168,162
6383
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-29,355
6384
– –
-350,779
6385
– –
-7,115
6386
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-4,398
6387
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-659,593
6388
– –
-3,917
6389
– –
-113
6390
– –
-116,599
6391
– –
-1,713
6392
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-2,894,553
6393
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-444,740
6394
– –
-1,769
6395
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-19,228
6396
– –
-124,640
6397
– –
-95,889
6398
– –
-157,268
6399
– –
-424,087
6400
– –
-475,493
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