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
3676
$1.37M ﹤0.01%
23,456
-67,496
3677
$1.37M ﹤0.01%
227,304
-7,529
3678
$1.37M ﹤0.01%
126,841
+15,032
3679
$1.37M ﹤0.01%
108,207
+9,532
3680
$1.37M ﹤0.01%
24,092
+3,489
3681
$1.36M ﹤0.01%
192,196
+187,146
3682
$1.36M ﹤0.01%
43,777
+42,138
3683
$1.35M ﹤0.01%
450,921
-38,047
3684
$1.34M ﹤0.01%
88,498
-7,370
3685
$1.34M ﹤0.01%
65,732
+13,785
3686
$1.34M ﹤0.01%
106,339
+91,988
3687
$1.34M ﹤0.01%
79,967
+62,302
3688
$1.34M ﹤0.01%
107,249
+35,771
3689
$1.34M ﹤0.01%
58,429
-28,615
3690
$1.34M ﹤0.01%
39,722
+27,978
3691
$1.34M ﹤0.01%
123,206
-353,258
3692
$1.34M ﹤0.01%
202,669
+71,807
3693
$1.33M ﹤0.01%
74,295
-12,714
3694
$1.33M ﹤0.01%
38,614
+34,708
3695
$1.33M ﹤0.01%
127,522
-23,956
3696
$1.33M ﹤0.01%
64,419
+21,312
3697
$1.33M ﹤0.01%
59,156
-71
3698
$1.33M ﹤0.01%
4,201
-2,710
3699
$1.32M ﹤0.01%
37,466
-18,432
3700
$1.32M ﹤0.01%
46,150
+7,988
146 147
148
149 150