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
2526
$5.08M ﹤0.01%
112,969
+73,023
2527
$5.07M ﹤0.01%
137,225
+73,738
2528
$5.05M ﹤0.01%
172,549
+1,605
2529
$5.05M ﹤0.01%
274,654
-12,283
2530
$5.04M ﹤0.01%
158,599
+48,084
2531
$5.02M ﹤0.01%
513,690
+44,658
2532
$5.02M ﹤0.01%
245,830
+8,706
2533
$5.02M ﹤0.01%
256,001
+74,057
2534
$5.02M ﹤0.01%
113,347
-76,788
2535
$5M ﹤0.01%
167,508
+48,740
2536
$5M ﹤0.01%
18,466
+5,755
2537
$5M ﹤0.01%
133,356
+66,089
2538
$4.99M ﹤0.01%
614,159
+36,688
2539
$4.99M ﹤0.01%
73,530
-7,350
2540
$4.99M ﹤0.01%
330,932
-60,579
2541
$4.98M ﹤0.01%
130,754
+23,558
2542
$4.98M ﹤0.01%
333,836
+230,703
2543
$4.98M ﹤0.01%
48,088
+1,712
2544
$4.96M ﹤0.01%
429,396
+160,743
2545
$4.95M ﹤0.01%
895,042
-51,702
2546
$4.94M ﹤0.01%
219,771
-110,783
2547
$4.94M ﹤0.01%
308,299
+26,008
2548
$4.92M ﹤0.01%
144,605
+72,731
2549
$4.92M ﹤0.01%
200,726
+55,246
2550
$4.9M ﹤0.01%
371,111
+66,023
100 101
102
103 104