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
3526
$1.65M ﹤0.01%
70,249
-25,474
3527
$1.65M ﹤0.01%
102,814
-149,428
3528
$1.64M ﹤0.01%
78,624
-18,119
3529
$1.64M ﹤0.01%
106,140
+28,080
3530
$1.64M ﹤0.01%
70,358
-15,649
3531
$1.64M ﹤0.01%
65,599
+47,937
3532
$1.64M ﹤0.01%
225,568
-378
3533
$1.64M ﹤0.01%
90,208
+14,668
3534
$1.63M ﹤0.01%
80,842
-112,042
3535
$1.63M ﹤0.01%
88,119
+87,619
3536
$1.63M ﹤0.01%
20,893
+6,421
3537
$1.63M ﹤0.01%
154,590
-43,854
3538
$1.63M ﹤0.01%
51,089
-15,506
3539
$1.63M ﹤0.01%
61,404
+1,448
3540
$1.63M ﹤0.01%
533,072
+340,475
3541
$1.63M ﹤0.01%
120,485
-86,881
3542
$1.62M ﹤0.01%
+116,761
3543
$1.62M ﹤0.01%
37,388
-3,004
3544
$1.62M ﹤0.01%
71,894
+17,316
3545
$1.62M ﹤0.01%
86,495
+57,873
3546
$1.62M ﹤0.01%
115,284
+11,590
3547
$1.61M ﹤0.01%
124,964
-102,098
3548
$1.61M ﹤0.01%
598,439
-1,606,551
3549
$1.61M ﹤0.01%
38,499
-14,309
3550
$1.6M ﹤0.01%
68,360
+42,376
140 141
142
143 144