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
2501
$5.21M ﹤0.01%
85,458
-43,944
2502
$5.21M ﹤0.01%
286,173
+29,313
2503
$5.21M ﹤0.01%
389,037
-67,105
2504
$5.2M ﹤0.01%
508,937
-572,057
2505
$5.2M ﹤0.01%
63,292
+12,185
2506
$5.2M ﹤0.01%
746,466
-54,379
2507
$5.18M ﹤0.01%
216,537
-1,099
2508
$5.16M ﹤0.01%
383,047
-34,554
2509
$5.16M ﹤0.01%
817,871
+714,350
2510
$5.15M ﹤0.01%
80,217
-121,822
2511
$5.15M ﹤0.01%
218,408
-22,564
2512
$5.15M ﹤0.01%
223,579
-45,397
2513
$5.15M ﹤0.01%
208,469
-191,992
2514
$5.15M ﹤0.01%
176,760
+18,165
2515
$5.15M ﹤0.01%
138,635
-22,876
2516
$5.14M ﹤0.01%
108,391
+73,246
2517
$5.14M ﹤0.01%
104,852
+59,039
2518
$5.13M ﹤0.01%
221,740
-42,049
2519
$5.13M ﹤0.01%
183,177
+10,238
2520
$5.13M ﹤0.01%
111,167
+97,234
2521
$5.12M ﹤0.01%
51,718
+19,513
2522
$5.12M ﹤0.01%
158,747
-9,724
2523
$5.12M ﹤0.01%
362,651
-105,378
2524
$5.12M ﹤0.01%
234,318
+84,255
2525
$5.1M ﹤0.01%
407,522
+277,210
99 100
101
102 103