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
3751
$1.24M ﹤0.01%
799,942
+795,980
3752
$1.24M ﹤0.01%
27,706
-1,824
3753
$1.24M ﹤0.01%
10,941
+8,696
3754
$1.24M ﹤0.01%
43,688
+16,567
3755
$1.23M ﹤0.01%
30,176
-114,906
3756
$1.23M ﹤0.01%
17,774
+14,686
3757
$1.23M ﹤0.01%
53,838
-13,093
3758
$1.23M ﹤0.01%
179,429
-4,968
3759
$1.23M ﹤0.01%
94,950
+80,529
3760
$1.23M ﹤0.01%
88,011
+3,308
3761
$1.23M ﹤0.01%
238,472
-19,801
3762
$1.23M ﹤0.01%
47,205
+38,630
3763
$1.22M ﹤0.01%
63,256
-3,564,813
3764
$1.22M ﹤0.01%
39,244
+11,174
3765
$1.22M ﹤0.01%
64,824
+41,306
3766
$1.22M ﹤0.01%
47,252
+5,210
3767
$1.22M ﹤0.01%
42,515
-56,184
3768
$1.22M ﹤0.01%
37,523
+9,992
3769
$1.21M ﹤0.01%
46,780
-12,367
3770
$1.21M ﹤0.01%
70,736
-3,014
3771
$1.21M ﹤0.01%
37,358
+3,900
3772
$1.2M ﹤0.01%
+44,600
3773
$1.2M ﹤0.01%
30,008
+267
3774
$1.2M ﹤0.01%
50,006
+11,715
3775
$1.2M ﹤0.01%
36,148
-71,954
149 150
151
152 153