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
3126
$2.64M ﹤0.01%
336,673
+253,137
3127
$2.63M ﹤0.01%
54,124
-44,565
3128
$2.63M ﹤0.01%
95,822
-13,705
3129
$2.63M ﹤0.01%
55,874
-34,868
3130
$2.63M ﹤0.01%
578
-2,004
3131
$2.63M ﹤0.01%
145,443
-2,929
3132
$2.62M ﹤0.01%
74,803
-69,432
3133
$2.62M ﹤0.01%
96,896
+76,731
3134
$2.61M ﹤0.01%
67,284
+62,653
3135
$2.6M ﹤0.01%
97,636
-364,024
3136
$2.6M ﹤0.01%
75,028
+64,142
3137
$2.6M ﹤0.01%
38,438
-97,804
3138
$2.6M ﹤0.01%
95,949
-731
3139
$2.6M ﹤0.01%
208,301
+551
3140
$2.6M ﹤0.01%
420,135
+185,885
3141
$2.6M ﹤0.01%
15,818
+299
3142
$2.59M ﹤0.01%
17,291
+434
3143
$2.59M ﹤0.01%
116,356
-282,775
3144
$2.58M ﹤0.01%
40,039
-30,628
3145
$2.58M ﹤0.01%
280,573
+257,797
3146
$2.58M ﹤0.01%
15,436
+5,346
3147
$2.58M ﹤0.01%
202,749
-15,933
3148
$2.58M ﹤0.01%
92,686
+3,970
3149
$2.57M ﹤0.01%
33,153
-27,706
3150
$2.57M ﹤0.01%
9,997
+8,029
124 125
126
127 128