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
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$820M
2
+$647M
3
+$469M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$403M
5
SWY
SAFEWAY INC
SWY
+$365M

Top Sells

1
+$1.07B
2
+$720M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$460M
5
KDP icon
Keurig Dr Pepper
KDP
+$438M

Sector Composition

1 Financials 8.8%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.35M ﹤0.01%
242,024
+167,997
2477
$5.35M ﹤0.01%
172,254
-23,254
2478
$5.35M ﹤0.01%
151,190
+493
2479
$5.33M ﹤0.01%
627,666
-270,465
2480
$5.31M ﹤0.01%
78,903
+63,444
2481
$5.31M ﹤0.01%
59,374
+11,341
2482
$5.31M ﹤0.01%
7,730
+804
2483
$5.31M ﹤0.01%
145,753
+88,119
2484
$5.29M ﹤0.01%
507,868
-16,962
2485
$5.29M ﹤0.01%
108,719
-56,338
2486
$5.29M ﹤0.01%
1,126,827
+448,277
2487
$5.28M ﹤0.01%
175,834
+50,682
2488
$5.28M ﹤0.01%
87,548
+34,945
2489
$5.27M ﹤0.01%
130,279
+82,553
2490
$5.27M ﹤0.01%
210,976
+143,730
2491
$5.26M ﹤0.01%
72,391
-302
2492
$5.26M ﹤0.01%
153,113
-22,896
2493
$5.26M ﹤0.01%
306,459
+212,631
2494
$5.26M ﹤0.01%
481,395
-48,550
2495
$5.25M ﹤0.01%
158,267
+13,006
2496
$5.25M ﹤0.01%
156,824
-262,063
2497
$5.25M ﹤0.01%
469,411
+34,521
2498
$5.24M ﹤0.01%
94,711
-46,990
2499
$5.23M ﹤0.01%
260,455
-11,620
2500
$5.21M ﹤0.01%
343,813
+31,762
98 99
100
101 102