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
3501
$1.69M ﹤0.01%
2,155
-483
3502
$1.69M ﹤0.01%
165,900
+13,413
3503
$1.69M ﹤0.01%
53,387
-67,388
3504
$1.69M ﹤0.01%
36,011
-11,152
3505
$1.69M ﹤0.01%
44,469
+1,348
3506
$1.69M ﹤0.01%
10,524
+151
3507
$1.68M ﹤0.01%
170,083
-12,117
3508
$1.67M ﹤0.01%
107,686
+82,258
3509
$1.67M ﹤0.01%
53,291
+27,971
3510
$1.67M ﹤0.01%
20,028
-6,026
3511
$1.67M ﹤0.01%
125,750
-5,226
3512
$1.67M ﹤0.01%
89,322
-10,597
3513
$1.67M ﹤0.01%
100,136
-16,214
3514
$1.67M ﹤0.01%
57,114
+36,354
3515
$1.66M ﹤0.01%
108,832
+68,623
3516
$1.66M ﹤0.01%
118,665
+5,137
3517
$1.66M ﹤0.01%
138,675
+76,381
3518
$1.66M ﹤0.01%
30,940
-6,256
3519
$1.66M ﹤0.01%
4,250
+937
3520
$1.66M ﹤0.01%
104,669
-28,739
3521
$1.66M ﹤0.01%
93,745
-15,468
3522
$1.65M ﹤0.01%
31,143
-11,596
3523
$1.65M ﹤0.01%
33,638
+30,736
3524
$1.65M ﹤0.01%
30,510
-3,199
3525
$1.65M ﹤0.01%
118,584
+98,722
139 140
141
142 143