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
3451
$1.79M ﹤0.01%
17,225
+10,647
3452
$1.79M ﹤0.01%
152,354
+107,140
3453
$1.79M ﹤0.01%
4,737
-8,247
3454
$1.78M ﹤0.01%
46,117
+39,065
3455
$1.78M ﹤0.01%
147,851
-80,252
3456
$1.78M ﹤0.01%
200,499
+151,407
3457
$1.78M ﹤0.01%
137,754
+34,333
3458
$1.77M ﹤0.01%
151,100
+75,270
3459
$1.77M ﹤0.01%
171,612
-22,368
3460
$1.77M ﹤0.01%
29,108
+19,437
3461
$1.77M ﹤0.01%
64,869
-33,570
3462
$1.77M ﹤0.01%
75,510
+29,369
3463
$1.77M ﹤0.01%
317,310
+49,540
3464
$1.77M ﹤0.01%
115,551
-40,946
3465
$1.77M ﹤0.01%
4,149
+2,486
3466
$1.76M ﹤0.01%
95,406
+49,582
3467
$1.76M ﹤0.01%
135,774
+97,361
3468
$1.76M ﹤0.01%
56,856
-195,924
3469
$1.76M ﹤0.01%
16,997
+180
3470
$1.75M ﹤0.01%
6,842
+2,303
3471
$1.75M ﹤0.01%
114,375
+42,585
3472
$1.75M ﹤0.01%
208,603
+48,808
3473
$1.74M ﹤0.01%
37,242
+185
3474
$1.74M ﹤0.01%
35,098
+9,297
3475
$1.74M ﹤0.01%
114,486
-134,394
137 138
139
140 141