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
3601
$1.51M ﹤0.01%
59,916
+21,661
3602
$1.51M ﹤0.01%
70,612
+40,000
3603
$1.51M ﹤0.01%
104,779
+70,299
3604
$1.51M ﹤0.01%
88,120
+44,726
3605
$1.51M ﹤0.01%
54,422
+14,313
3606
$1.51M ﹤0.01%
52,770
+24,382
3607
$1.51M ﹤0.01%
9,898
+1,287
3608
$1.5M ﹤0.01%
73,917
+3,714
3609
$1.5M ﹤0.01%
113,353
+2,407
3610
$1.5M ﹤0.01%
82,604
+68,344
3611
$1.5M ﹤0.01%
200,523
+41,133
3612
$1.49M ﹤0.01%
16,631
+3,399
3613
$1.49M ﹤0.01%
45,453
+13,303
3614
$1.49M ﹤0.01%
104,649
+27,638
3615
$1.49M ﹤0.01%
33,497
+2,487
3616
$1.48M ﹤0.01%
56,032
-1,987
3617
$1.48M ﹤0.01%
119,883
-184,407
3618
$1.48M ﹤0.01%
89,812
+43,568
3619
$1.47M ﹤0.01%
68,184
-11,781
3620
$1.47M ﹤0.01%
54,370
-8,065
3621
$1.47M ﹤0.01%
103,603
+5,025
3622
$1.47M ﹤0.01%
149,379
+16,712
3623
$1.47M ﹤0.01%
53,106
+17,526
3624
$1.47M ﹤0.01%
42,912
-2,775
3625
$1.46M ﹤0.01%
75,811
+1,223
143 144
145
146 147