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
2751
$3.93M ﹤0.01%
123,504
-20,352
2752
$3.92M ﹤0.01%
259,688
+151,591
2753
$3.92M ﹤0.01%
60,704
+6,537
2754
$3.92M ﹤0.01%
455,388
-58,325
2755
$3.92M ﹤0.01%
137,323
-37,206
2756
$3.92M ﹤0.01%
160,113
+114,900
2757
$3.91M ﹤0.01%
192,843
-11,864
2758
$3.91M ﹤0.01%
+2
2759
$3.91M ﹤0.01%
145,223
+3,239
2760
$3.9M ﹤0.01%
163,947
-43,566
2761
$3.9M ﹤0.01%
144,046
-69,569
2762
$3.9M ﹤0.01%
68,420
-6,714
2763
$3.89M ﹤0.01%
154,141
+35,842
2764
$3.88M ﹤0.01%
252,074
+14,129
2765
$3.88M ﹤0.01%
280,910
-58,454
2766
$3.88M ﹤0.01%
177,443
+20,956
2767
$3.87M ﹤0.01%
286,330
-115,677
2768
$3.86M ﹤0.01%
145,516
-342,766
2769
$3.86M ﹤0.01%
176,729
-1,765
2770
$3.85M ﹤0.01%
163,518
-388,128
2771
$3.85M ﹤0.01%
285,401
-9,837
2772
$3.85M ﹤0.01%
38,478
-147,446
2773
$3.84M ﹤0.01%
141,882
-414,085
2774
$3.84M ﹤0.01%
157,923
+61,395
2775
$3.83M ﹤0.01%
141,893
-287,520
109 110
111
112 113