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
2576
$4.77M ﹤0.01%
67,673
-48,776
2577
$4.77M ﹤0.01%
160,351
-3,074
2578
$4.77M ﹤0.01%
121,218
+24,531
2579
$4.76M ﹤0.01%
25,996
-2,041
2580
$4.76M ﹤0.01%
168,305
-17,837
2581
$4.75M ﹤0.01%
205,750
+187,773
2582
$4.74M ﹤0.01%
194,948
+178,509
2583
$4.74M ﹤0.01%
289,393
+6,696
2584
$4.74M ﹤0.01%
633,312
+291,446
2585
$4.74M ﹤0.01%
317,128
-76,497
2586
$4.72M ﹤0.01%
134,303
+25,864
2587
$4.71M ﹤0.01%
195,600
+3,878
2588
$4.71M ﹤0.01%
542,026
+167,110
2589
$4.71M ﹤0.01%
584,338
+237,559
2590
$4.71M ﹤0.01%
146,850
+14,113
2591
$4.71M ﹤0.01%
+394,845
2592
$4.69M ﹤0.01%
173,566
+60,621
2593
$4.67M ﹤0.01%
75,135
+45,393
2594
$4.67M ﹤0.01%
165,660
-12,407
2595
$4.66M ﹤0.01%
156,913
+41,120
2596
$4.65M ﹤0.01%
155,271
-102,625
2597
$4.65M ﹤0.01%
26,840
-8,064
2598
$4.64M ﹤0.01%
369,465
+120,533
2599
$4.63M ﹤0.01%
701,857
-43
2600
$4.63M ﹤0.01%
1,330,484
+2,671
102 103
104
105 106