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
3051
$2.9M ﹤0.01%
74,180
-75,670
3052
$2.9M ﹤0.01%
130,243
-35,117
3053
$2.9M ﹤0.01%
90,234
-311,797
3054
$2.89M ﹤0.01%
133,107
-2,082
3055
$2.89M ﹤0.01%
70,801
-43,239
3056
$2.89M ﹤0.01%
145,166
-58,151
3057
$2.88M ﹤0.01%
436,305
+40,728
3058
$2.88M ﹤0.01%
173,709
+15,507
3059
$2.88M ﹤0.01%
56,349
+3,180
3060
$2.88M ﹤0.01%
202,980
+104,277
3061
$2.88M ﹤0.01%
214,625
+41,845
3062
$2.87M ﹤0.01%
232,865
-30,813
3063
$2.86M ﹤0.01%
19,090
+6,746
3064
$2.86M ﹤0.01%
186,116
-969,448
3065
$2.86M ﹤0.01%
111,697
+42,521
3066
$2.86M ﹤0.01%
125,469
+1,788
3067
$2.86M ﹤0.01%
119,000
+106,645
3068
$2.86M ﹤0.01%
166,312
+13,979
3069
$2.85M ﹤0.01%
331,918
-67,249
3070
$2.85M ﹤0.01%
310,058
+35,406
3071
$2.85M ﹤0.01%
87,979
-1,014
3072
$2.85M ﹤0.01%
40,365
+40,334
3073
$2.85M ﹤0.01%
123,614
-34,614
3074
$2.85M ﹤0.01%
295,512
-46,198
3075
$2.85M ﹤0.01%
116,019
-923
121 122
123
124 125