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
2726
$4.04M ﹤0.01%
173,181
-42,563
2727
$4.04M ﹤0.01%
346,608
+256
2728
$4.03M ﹤0.01%
699,942
-132,959
2729
$4.03M ﹤0.01%
1,688
-549
2730
$4.02M ﹤0.01%
68,440
-6,640
2731
$4.01M ﹤0.01%
+82,105
2732
$4.01M ﹤0.01%
289,574
-120,888
2733
$4.01M ﹤0.01%
329,440
-71,204
2734
$4M ﹤0.01%
93,031
+5,012
2735
$4M ﹤0.01%
12,974
+2,038
2736
$4M ﹤0.01%
52,942
+9,348
2737
$3.99M ﹤0.01%
532,325
+98,387
2738
$3.99M ﹤0.01%
109,139
-81,090
2739
$3.99M ﹤0.01%
681,486
+54,411
2740
$3.98M ﹤0.01%
25,017
-10,479
2741
$3.98M ﹤0.01%
694,807
-133,834
2742
$3.98M ﹤0.01%
224,720
+69,174
2743
$3.98M ﹤0.01%
275,922
+70,334
2744
$3.97M ﹤0.01%
93,585
-121,898
2745
– –
0
2746
$3.96M ﹤0.01%
161,427
+10,325
2747
$3.96M ﹤0.01%
95,806
+48,164
2748
$3.96M ﹤0.01%
226,602
+155,163
2749
$3.95M ﹤0.01%
47,275
+17,103
2750
$3.93M ﹤0.01%
330,844
-12,746
108 109
110
111 112