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
3101
$2.73M ﹤0.01%
201,278
+56,559
3102
$2.73M ﹤0.01%
133,786
-18,127
3103
$2.72M ﹤0.01%
86,609
-6,534
3104
$2.72M ﹤0.01%
81,081
-26,552
3105
$2.71M ﹤0.01%
138,618
-28,075
3106
$2.71M ﹤0.01%
163,676
+18,384
3107
$2.7M ﹤0.01%
24,431
+1,324
3108
$2.69M ﹤0.01%
256,415
-26,902
3109
$2.69M ﹤0.01%
282,509
-7,703
3110
$2.68M ﹤0.01%
123,078
-3,690
3111
$2.68M ﹤0.01%
109,857
+18,352
3112
$2.68M ﹤0.01%
35,636
+31,564
3113
$2.68M ﹤0.01%
112,556
+55,976
3114
$2.68M ﹤0.01%
692,327
+691,147
3115
$2.67M ﹤0.01%
68,530
+10,412
3116
$2.67M ﹤0.01%
84,274
-4,982
3117
$2.67M ﹤0.01%
151,519
+14,265
3118
$2.67M ﹤0.01%
169,514
+48,447
3119
$2.66M ﹤0.01%
201,676
+35,148
3120
$2.66M ﹤0.01%
440,183
-29,814
3121
$2.66M ﹤0.01%
36,867
+28,297
3122
$2.66M ﹤0.01%
240,900
+7,641
3123
$2.66M ﹤0.01%
30,169
-55,395
3124
$2.66M ﹤0.01%
46,328
-1,954
3125
$2.65M ﹤0.01%
207,270
-319,281
123 124
125
126 127