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
3401
$1.9M ﹤0.01%
86,415
-294,080
3402
$1.9M ﹤0.01%
107,403
+29,584
3403
$1.9M ﹤0.01%
102,675
+15,800
3404
$1.9M ﹤0.01%
241,867
+49,039
3405
$1.9M ﹤0.01%
39,733
+33,703
3406
$1.89M ﹤0.01%
86,023
+20,826
3407
$1.89M ﹤0.01%
56,624
+8,138
3408
$1.89M ﹤0.01%
353,450
+63,622
3409
$1.89M ﹤0.01%
119,894
+2,022
3410
$1.89M ﹤0.01%
49,356
-18,141
3411
$1.89M ﹤0.01%
43,864
+3,188
3412
$1.88M ﹤0.01%
339,325
-62,470
3413
$1.88M ﹤0.01%
42,908
-1,532
3414
$1.88M ﹤0.01%
13,950
-274
3415
$1.88M ﹤0.01%
+128,604
3416
$1.88M ﹤0.01%
409,666
+279,673
3417
$1.88M ﹤0.01%
36,939
+36,461
3418
$1.88M ﹤0.01%
91,522
+34,978
3419
$1.87M ﹤0.01%
336,533
-271,502
3420
$1.87M ﹤0.01%
36,882
+36,421
3421
$1.87M ﹤0.01%
87,539
+6,447
3422
$1.86M ﹤0.01%
29,733
-42,238
3423
$1.86M ﹤0.01%
139,085
-30,708
3424
$1.86M ﹤0.01%
89,455
+15,976
3425
$1.85M ﹤0.01%
52,055
-12,582
135 136
137
138 139