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
3176
$2.46M ﹤0.01%
267,483
-583,428
3177
$2.46M ﹤0.01%
33,864
-8,341
3178
$2.46M ﹤0.01%
397,580
+14,254
3179
$2.46M ﹤0.01%
156,224
+63,470
3180
$2.46M ﹤0.01%
90,409
+80,904
3181
$2.45M ﹤0.01%
57,406
+13,247
3182
$2.45M ﹤0.01%
189,469
-13,737
3183
$2.45M ﹤0.01%
135,652
+25,679
3184
$2.44M ﹤0.01%
67,030
+7,314
3185
$2.44M ﹤0.01%
68,437
-88,971
3186
$2.44M ﹤0.01%
126,356
+92,685
3187
$2.44M ﹤0.01%
44,072
+14,709
3188
$2.44M ﹤0.01%
192,454
+2,443
3189
$2.43M ﹤0.01%
83,358
+14,778
3190
$2.43M ﹤0.01%
59,574
+46,316
3191
$2.43M ﹤0.01%
974
-62
3192
$2.43M ﹤0.01%
92,423
+294
3193
$2.43M ﹤0.01%
93,634
+33,293
3194
$2.42M ﹤0.01%
118,269
-1,702
3195
$2.42M ﹤0.01%
64,522
+73
3196
$2.42M ﹤0.01%
81,221
+21,468
3197
$2.41M ﹤0.01%
82,332
+36,571
3198
$2.41M ﹤0.01%
72,274
-101,728
3199
$2.41M ﹤0.01%
40,774
-33,294
3200
$2.4M ﹤0.01%
141,850
+105,062
126 127
128
129 130