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
3351
$2.03M ﹤0.01%
69,181
-36,024
3352
$2.02M ﹤0.01%
187,469
+45,668
3353
$2.02M ﹤0.01%
86,629
+14,781
3354
$2.01M ﹤0.01%
38,271
+7,950
3355
$2.01M ﹤0.01%
609,801
-159,709
3356
$2.01M ﹤0.01%
61,985
-112,254
3357
$2M ﹤0.01%
51,530
+27,348
3358
$2M ﹤0.01%
86,437
+4,602
3359
$2M ﹤0.01%
156,415
-285,330
3360
$1.99M ﹤0.01%
45,866
+20,276
3361
$1.99M ﹤0.01%
180,184
-173,321
3362
$1.99M ﹤0.01%
255,668
+248,349
3363
$1.99M ﹤0.01%
48,264
+129
3364
$1.99M ﹤0.01%
19,782
-1,159
3365
$1.98M ﹤0.01%
37,535
+20,380
3366
$1.98M ﹤0.01%
72,613
+2,305
3367
$1.98M ﹤0.01%
+62,820
3368
$1.98M ﹤0.01%
49,444
-3,599
3369
$1.97M ﹤0.01%
346,445
+201,137
3370
$1.97M ﹤0.01%
68,731
-5,786
3371
$1.97M ﹤0.01%
115,188
-68,511
3372
$1.97M ﹤0.01%
143,895
-75,441
3373
$1.97M ﹤0.01%
33,949
+9,910
3374
$1.96M ﹤0.01%
23,435
-4,069
3375
$1.96M ﹤0.01%
40,967
-70,284
133 134
135
136 137