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
3726
$1.28M ﹤0.01%
76,871
-186,235
3727
$1.27M ﹤0.01%
91,361
+123
3728
$1.27M ﹤0.01%
29,069
-68,096
3729
$1.27M ﹤0.01%
114,604
+6,139
3730
$1.27M ﹤0.01%
139,533
+5,109
3731
$1.27M ﹤0.01%
84,460
-252,680
3732
$1.26M ﹤0.01%
30,731
-116,001
3733
$1.26M ﹤0.01%
76,075
+60,460
3734
$1.26M ﹤0.01%
62,873
+16,284
3735
$1.26M ﹤0.01%
26,586
-3,725
3736
$1.26M ﹤0.01%
48,016
-278,925
3737
$1.26M ﹤0.01%
61,196
-11,013
3738
$1.26M ﹤0.01%
348,108
-129,847
3739
$1.25M ﹤0.01%
79,353
-30,739
3740
$1.25M ﹤0.01%
51,118
-10,103
3741
$1.25M ﹤0.01%
35,654
-5,718
3742
$1.25M ﹤0.01%
122,788
-86,855
3743
$1.25M ﹤0.01%
14,658
-1,165
3744
$1.25M ﹤0.01%
27,197
-5,817
3745
$1.25M ﹤0.01%
8,867
+8,754
3746
$1.25M ﹤0.01%
161,962
+32,203
3747
$1.25M ﹤0.01%
36,730
-98,291
3748
$1.25M ﹤0.01%
5,976
+922
3749
$1.24M ﹤0.01%
18,025
+12,049
3750
$1.24M ﹤0.01%
34,719
-42,016
148 149
150
151 152