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
2776
$3.83M ﹤0.01%
459,888
-237,336
2777
$3.82M ﹤0.01%
61,079
-33,319
2778
$3.82M ﹤0.01%
22,192
+9,360
2779
$3.82M ﹤0.01%
97,790
-3,816
2780
$3.82M ﹤0.01%
46,445
+37,928
2781
$3.82M ﹤0.01%
196,689
-244,168
2782
$3.81M ﹤0.01%
186,517
-66,377
2783
$3.8M ﹤0.01%
13,867
+12,699
2784
$3.8M ﹤0.01%
70,584
-6,561
2785
$3.8M ﹤0.01%
61,523
-15,361
2786
$3.8M ﹤0.01%
35,995
-38,204
2787
$3.8M ﹤0.01%
38,206
-4,371
2788
$3.79M ﹤0.01%
159,501
+34,701
2789
$3.79M ﹤0.01%
241,470
+137,644
2790
$3.79M ﹤0.01%
299,278
+54,477
2791
$3.79M ﹤0.01%
245,055
-51,133
2792
$3.79M ﹤0.01%
208,437
+147,664
2793
$3.78M ﹤0.01%
474,832
-1,350,923
2794
$3.77M ﹤0.01%
194,597
+44,917
2795
$3.76M ﹤0.01%
289,968
+255,140
2796
$3.76M ﹤0.01%
120,255
-37,384
2797
$3.75M ﹤0.01%
62,323
+6,855
2798
$3.75M ﹤0.01%
221,185
-200
2799
$3.75M ﹤0.01%
89,747
-11,073
2800
$3.73M ﹤0.01%
217,996
+106,582
110 111
112
113 114