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
3626
$1.46M ﹤0.01%
28,726
-1,204
3627
$1.46M ﹤0.01%
55,450
-10,734
3628
$1.46M ﹤0.01%
34,533
-4,214
3629
$1.45M ﹤0.01%
86,993
-81,879
3630
$1.45M ﹤0.01%
32,522
+2,784
3631
$1.45M ﹤0.01%
91,155
-5,947
3632
$1.45M ﹤0.01%
103,948
-2,662
3633
$1.45M ﹤0.01%
76,965
+58,159
3634
$1.45M ﹤0.01%
80,360
-72,352
3635
$1.45M ﹤0.01%
126,012
+115,772
3636
$1.44M ﹤0.01%
52,975
+14,034
3637
$1.44M ﹤0.01%
63,835
+40,930
3638
$1.44M ﹤0.01%
151,274
+1,553
3639
$1.44M ﹤0.01%
171,466
+16,794
3640
$1.43M ﹤0.01%
52,384
+1,611
3641
$1.43M ﹤0.01%
105,124
+16,572
3642
$1.43M ﹤0.01%
309,752
+222,099
3643
$1.43M ﹤0.01%
57,698
-159,368
3644
$1.43M ﹤0.01%
492,419
-27,215
3645
$1.43M ﹤0.01%
46,576
-11,120
3646
$1.42M ﹤0.01%
37,964
+12,273
3647
$1.42M ﹤0.01%
114,306
+37,202
3648
$1.42M ﹤0.01%
72,910
-1,538
3649
$1.42M ﹤0.01%
82,710
-29,223
3650
$1.42M ﹤0.01%
55,797
-1,659
144 145
146
147 148