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
2701
$4.15M ﹤0.01%
149,408
+68,252
2702
$4.14M ﹤0.01%
78,591
+18,346
2703
$4.14M ﹤0.01%
236,548
+27,590
2704
$4.14M ﹤0.01%
307,523
-327,419
2705
$4.13M ﹤0.01%
163,545
-82,843
2706
$4.12M ﹤0.01%
162,443
+15,710
2707
$4.12M ﹤0.01%
89,650
+19,041
2708
$4.11M ﹤0.01%
178,279
+8,114
2709
$4.11M ﹤0.01%
143,596
+10,723
2710
$4.11M ﹤0.01%
152,287
-220,339
2711
$4.1M ﹤0.01%
68,626
-89,472
2712
$4.1M ﹤0.01%
208,210
+63,948
2713
$4.1M ﹤0.01%
84,480
+28,845
2714
$4.09M ﹤0.01%
150,896
-382,733
2715
$4.09M ﹤0.01%
280,161
+13,851
2716
$4.09M ﹤0.01%
153,196
-96,891
2717
$4.08M ﹤0.01%
12,850
+5,550
2718
$4.07M ﹤0.01%
148,432
-2,057,740
2719
$4.06M ﹤0.01%
119,738
-9,512
2720
$4.06M ﹤0.01%
142,960
-65,852
2721
$4.06M ﹤0.01%
567,288
+74,768
2722
$4.06M ﹤0.01%
98,830
+14,215
2723
$4.05M ﹤0.01%
21,912
+2,630
2724
$4.04M ﹤0.01%
37,511
-9,252
2725
$4.04M ﹤0.01%
143,120
+9,318
107 108
109
110 111