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
2551
$4.9M ﹤0.01%
138,105
+65,123
2552
$4.89M ﹤0.01%
304,318
-19,402
2553
$4.88M ﹤0.01%
462,541
+127,915
2554
$4.88M ﹤0.01%
204,086
+52,631
2555
$4.85M ﹤0.01%
121,517
-120,347
2556
$4.85M ﹤0.01%
212,137
-19,783
2557
$4.84M ﹤0.01%
64,076
-35,481
2558
$4.83M ﹤0.01%
135,535
-75,499
2559
$4.83M ﹤0.01%
90,943
+7,916
2560
$4.82M ﹤0.01%
99,420
-13,936
2561
$4.82M ﹤0.01%
61,174
-8,699
2562
$4.82M ﹤0.01%
90,228
+26,906
2563
$4.82M ﹤0.01%
165,984
-38,445
2564
$4.82M ﹤0.01%
75,094
-401,078
2565
$4.81M ﹤0.01%
6,446
-2,240
2566
$4.81M ﹤0.01%
164,504
+29,965
2567
$4.81M ﹤0.01%
407,099
-3,935
2568
$4.81M ﹤0.01%
174,179
+172,306
2569
$4.81M ﹤0.01%
174,736
+69,876
2570
$4.79M ﹤0.01%
75,646
-350
2571
$4.78M ﹤0.01%
140,342
-432
2572
$4.78M ﹤0.01%
356,771
+266,679
2573
$4.78M ﹤0.01%
157,738
+26,684
2574
$4.78M ﹤0.01%
12,114
+1,070
2575
$4.78M ﹤0.01%
126,917
+39,632
101 102
103
104 105