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
2976
$3.13M ﹤0.01%
70,118
+36,116
2977
$3.13M ﹤0.01%
+91,760
2978
$3.13M ﹤0.01%
233,896
+5,409
2979
$3.13M ﹤0.01%
328,730
+47,720
2980
$3.13M ﹤0.01%
67,211
-31,394
2981
$3.12M ﹤0.01%
762,426
+40,181
2982
$3.12M ﹤0.01%
62,581
-80,504
2983
$3.11M ﹤0.01%
111,395
-222,661
2984
$3.11M ﹤0.01%
53,984
-16,109
2985
$3.11M ﹤0.01%
278,685
+14,185
2986
$3.11M ﹤0.01%
106,284
+93,024
2987
$3.1M ﹤0.01%
363,189
-350,737
2988
$3.1M ﹤0.01%
198,767
-506,476
2989
$3.1M ﹤0.01%
269,650
-6,897
2990
$3.09M ﹤0.01%
322,150
-31,411
2991
$3.09M ﹤0.01%
35,447
+1,895
2992
$3.09M ﹤0.01%
250,270
-56,887
2993
$3.08M ﹤0.01%
261,430
+34,099
2994
$3.08M ﹤0.01%
86,634
+13,292
2995
$3.08M ﹤0.01%
78,654
-6,822
2996
$3.08M ﹤0.01%
213,904
+1,295
2997
$3.08M ﹤0.01%
49,313
-13,583
2998
$3.08M ﹤0.01%
337,442
+477
2999
$3.08M ﹤0.01%
114,560
-72,575
3000
$3.08M ﹤0.01%
180,527
+48,198
118 119
120
121 122