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
2626
$4.49M ﹤0.01%
301,924
-163,183
2627
$4.49M ﹤0.01%
61,197
-91,138
2628
$4.49M ﹤0.01%
145,710
+36,407
2629
$4.48M ﹤0.01%
222,948
+3,222
2630
$4.47M ﹤0.01%
123,312
-618
2631
$4.47M ﹤0.01%
366,220
+12,681
2632
$4.46M ﹤0.01%
352,404
-280,280
2633
$4.46M ﹤0.01%
150,454
-265,277
2634
$4.46M ﹤0.01%
68,087
+6,499
2635
$4.46M ﹤0.01%
96,360
-4,846
2636
$4.45M ﹤0.01%
157,069
+28,437
2637
$4.45M ﹤0.01%
342,211
-94,944
2638
$4.45M ﹤0.01%
351,063
+308,145
2639
$4.45M ﹤0.01%
107,989
+6,084
2640
$4.44M ﹤0.01%
218,935
-43,323
2641
$4.44M ﹤0.01%
159,254
+36,099
2642
$4.44M ﹤0.01%
155,203
+17,869
2643
$4.43M ﹤0.01%
483,576
-607,869
2644
$4.43M ﹤0.01%
+292,638
2645
$4.41M ﹤0.01%
830,800
+61,881
2646
$4.41M ﹤0.01%
158,596
-35,134
2647
$4.41M ﹤0.01%
145,043
+119,803
2648
$4.41M ﹤0.01%
102,774
-18,810
2649
$4.4M ﹤0.01%
444,535
+433,448
2650
$4.4M ﹤0.01%
368,246
+69,713
104 105
106
107 108