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
3701
$1.32M ﹤0.01%
22,042
+3,262
3702
$1.32M ﹤0.01%
51,647
+10,444
3703
$1.32M ﹤0.01%
100,373
-45,093
3704
$1.32M ﹤0.01%
98,366
-984,129
3705
$1.31M ﹤0.01%
145,312
+30,228
3706
$1.31M ﹤0.01%
29,872
-15,494
3707
$1.31M ﹤0.01%
87,252
+28,895
3708
$1.31M ﹤0.01%
66,642
-3,752
3709
$1.31M ﹤0.01%
22,970
+21,839
3710
$1.31M ﹤0.01%
78,412
+15,390
3711
$1.31M ﹤0.01%
23,589
-1,563
3712
$1.3M ﹤0.01%
+14,722
3713
$1.3M ﹤0.01%
39,671
+7,599
3714
$1.3M ﹤0.01%
56,808
-138,076
3715
$1.29M ﹤0.01%
98,151
-44,064
3716
$1.29M ﹤0.01%
58,168
+13,859
3717
$1.29M ﹤0.01%
63,071
+3,243
3718
$1.29M ﹤0.01%
52,121
-2,730
3719
$1.29M ﹤0.01%
46,217
+23,682
3720
$1.29M ﹤0.01%
24,593
-72,800
3721
$1.29M ﹤0.01%
119,483
+56,693
3722
$1.29M ﹤0.01%
45,651
+9,414
3723
$1.29M ﹤0.01%
21,982
+2,075
3724
$1.28M ﹤0.01%
93,741
-1,156,198
3725
$1.28M ﹤0.01%
60,428
+17,143
147 148
149
150 151