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
3276
$2.2M ﹤0.01%
54,950
+30,846
3277
$2.2M ﹤0.01%
+133,106
3278
$2.2M ﹤0.01%
126,127
-22,439
3279
$2.2M ﹤0.01%
24,264
+5,771
3280
$2.2M ﹤0.01%
177,334
-31,948
3281
$2.19M ﹤0.01%
19,210
+13,498
3282
$2.19M ﹤0.01%
239,891
+161,317
3283
$2.19M ﹤0.01%
111,086
-59,566
3284
$2.19M ﹤0.01%
35,815
+1,427
3285
$2.18M ﹤0.01%
70,048
+60,110
3286
$2.17M ﹤0.01%
68,335
-6,814
3287
$2.17M ﹤0.01%
128,116
-62,239
3288
$2.17M ﹤0.01%
54,870
+24,525
3289
$2.17M ﹤0.01%
329,472
-2,386,064
3290
$2.17M ﹤0.01%
32,778
-28,729
3291
$2.16M ﹤0.01%
46,755
+7,534
3292
$2.16M ﹤0.01%
65,271
-400,380
3293
$2.16M ﹤0.01%
50,148
-99,852
3294
$2.15M ﹤0.01%
176,276
+48,466
3295
$2.15M ﹤0.01%
87,165
+71,365
3296
$2.15M ﹤0.01%
66,278
-25,818
3297
$2.15M ﹤0.01%
106,308
+16,246
3298
$2.15M ﹤0.01%
32,689
-36,119
3299
$2.14M ﹤0.01%
47,325
-311,758
3300
$2.14M ﹤0.01%
159,944
+3,466
130 131
132
133 134