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
2601
$4.63M ﹤0.01%
310,341
-99,458
2602
$4.62M ﹤0.01%
109,710
+29,783
2603
$4.62M ﹤0.01%
326,344
+10,285
2604
$4.61M ﹤0.01%
445,900
+8,424
2605
$4.61M ﹤0.01%
160,778
-100,570
2606
$4.61M ﹤0.01%
82,423
-62,074
2607
$4.61M ﹤0.01%
347,900
+298,395
2608
$4.59M ﹤0.01%
71,313
-77,903
2609
$4.57M ﹤0.01%
352,329
-115,124
2610
$4.57M ﹤0.01%
79,378
-900
2611
$4.56M ﹤0.01%
68,312
-88,890
2612
$4.56M ﹤0.01%
208,965
+176,172
2613
$4.56M ﹤0.01%
48,000
+15,110
2614
$4.55M ﹤0.01%
139,545
+121,216
2615
$4.54M ﹤0.01%
330,449
+43,067
2616
$4.54M ﹤0.01%
115,769
+37,277
2617
$4.54M ﹤0.01%
357,182
-25,854
2618
$4.53M ﹤0.01%
213,827
+47,977
2619
$4.51M ﹤0.01%
435,130
-15,856
2620
$4.51M ﹤0.01%
83,370
+6,524
2621
$4.5M ﹤0.01%
169,850
-2,339
2622
$4.5M ﹤0.01%
284,301
-125,694
2623
$4.5M ﹤0.01%
356,756
-143,009
2624
$4.5M ﹤0.01%
124,713
+99,513
2625
$4.49M ﹤0.01%
70,890
+41,050
103 104
105
106 107