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
2926
$3.32M ﹤0.01%
113,385
-81,436
2927
$3.31M ﹤0.01%
221,890
-124,737
2928
$3.31M ﹤0.01%
242,474
-2,234
2929
$3.31M ﹤0.01%
175,213
-15,712
2930
$3.31M ﹤0.01%
196,198
-239,712
2931
$3.31M ﹤0.01%
248,364
-7,812
2932
$3.31M ﹤0.01%
130,673
+27,969
2933
$3.31M ﹤0.01%
191,736
+27,221
2934
$3.3M ﹤0.01%
326,259
-610
2935
$3.3M ﹤0.01%
140,872
+9,885
2936
$3.3M ﹤0.01%
126,110
+91,919
2937
$3.29M ﹤0.01%
166,384
-144,848
2938
$3.29M ﹤0.01%
722,144
-919,000
2939
$3.28M ﹤0.01%
202,298
+5,955
2940
$3.28M ﹤0.01%
138,064
-267,020
2941
$3.27M ﹤0.01%
125,142
-85,742
2942
$3.27M ﹤0.01%
60,349
-24,429
2943
$3.26M ﹤0.01%
139,711
-43,190
2944
$3.24M ﹤0.01%
204,036
-9,513
2945
$3.23M ﹤0.01%
117,830
-169,692
2946
$3.23M ﹤0.01%
42,098
-862
2947
$3.22M ﹤0.01%
54,223
-12,017
2948
$3.22M ﹤0.01%
208,627
+18,132
2949
$3.22M ﹤0.01%
136,239
+4,598
2950
$3.21M ﹤0.01%
89,817
-294,994
116 117
118
119 120