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
3376
$1.96M ﹤0.01%
17,489
+3,304
3377
$1.95M ﹤0.01%
44,323
-16,940
3378
$1.95M ﹤0.01%
74,034
-83,645
3379
$1.94M ﹤0.01%
92,093
-220,071
3380
$1.94M ﹤0.01%
103,834
-262,953
3381
$1.94M ﹤0.01%
52,289
-41,224
3382
$1.93M ﹤0.01%
133,482
+12,172
3383
$1.93M ﹤0.01%
448,348
-56,403
3384
$1.93M ﹤0.01%
211,032
-177,808
3385
$1.92M ﹤0.01%
47,799
+12,812
3386
$1.92M ﹤0.01%
177,944
+10,180
3387
$1.92M ﹤0.01%
620,348
+587,035
3388
$1.92M ﹤0.01%
273,550
-25,724
3389
$1.92M ﹤0.01%
152,562
+97,978
3390
$1.92M ﹤0.01%
155,618
+62,897
3391
$1.92M ﹤0.01%
66,722
-17,462
3392
$1.91M ﹤0.01%
53,810
+18,562
3393
$1.91M ﹤0.01%
214,488
-7,945
3394
$1.91M ﹤0.01%
200,501
+35,599
3395
$1.91M ﹤0.01%
118,342
+57,066
3396
$1.91M ﹤0.01%
64,099
+34,127
3397
$1.91M ﹤0.01%
96,536
+39,494
3398
$1.91M ﹤0.01%
26,831
+1,202
3399
$1.91M ﹤0.01%
82,103
-104,180
3400
$1.9M ﹤0.01%
3,495
+1,580
134 135
136
137 138