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
3301
$2.14M ﹤0.01%
79,383
+31,855
3302
$2.14M ﹤0.01%
135,503
+21,558
3303
$2.14M ﹤0.01%
70,391
+37,656
3304
$2.13M ﹤0.01%
61,006
-10,455
3305
$2.12M ﹤0.01%
51,345
-258,315
3306
$2.12M ﹤0.01%
74,536
+13,234
3307
$2.12M ﹤0.01%
49,433
-11,402
3308
$2.12M ﹤0.01%
271,497
-62,150
3309
$2.11M ﹤0.01%
72,674
+19,861
3310
$2.11M ﹤0.01%
154,854
+76,453
3311
$2.1M ﹤0.01%
68,111
+42,056
3312
$2.1M ﹤0.01%
54,682
+16,834
3313
$2.1M ﹤0.01%
5,811
+4,500
3314
$2.1M ﹤0.01%
153,884
-16,826
3315
$2.09M ﹤0.01%
1,634,352
-1,292,112
3316
$2.09M ﹤0.01%
86,846
+29,782
3317
$2.09M ﹤0.01%
87,693
-91,801
3318
$2.08M ﹤0.01%
34,561
+30,489
3319
$2.08M ﹤0.01%
38,905
-65,444
3320
$2.08M ﹤0.01%
65,498
+30,890
3321
$2.08M ﹤0.01%
88,620
+38,906
3322
$2.08M ﹤0.01%
28,513
+26,830
3323
$2.08M ﹤0.01%
142,573
-6,256
3324
$2.07M ﹤0.01%
49,894
-31,671
3325
$2.07M ﹤0.01%
13
-4
131 132
133
134 135