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
3801
$1.16M ﹤0.01%
30,071
+27,226
3802
$1.16M ﹤0.01%
46,833
+16,556
3803
$1.15M ﹤0.01%
15,915
+9,568
3804
$1.15M ﹤0.01%
37,604
-24,286
3805
$1.15M ﹤0.01%
104,233
+95,167
3806
$1.15M ﹤0.01%
56,432
-8,547
3807
$1.15M ﹤0.01%
42,258
+3,055
3808
$1.15M ﹤0.01%
11,374
-445
3809
$1.15M ﹤0.01%
19,514
+2,331
3810
$1.15M ﹤0.01%
69,564
-54,235
3811
$1.14M ﹤0.01%
63,422
-18,836
3812
$1.14M ﹤0.01%
124,987
+42,646
3813
$1.14M ﹤0.01%
74,827
+14,909
3814
$1.14M ﹤0.01%
105,519
+6,170
3815
$1.14M ﹤0.01%
234,295
-2,450
3816
$1.13M ﹤0.01%
26,931
-872
3817
$1.13M ﹤0.01%
38,000
-93,690
3818
$1.13M ﹤0.01%
93,849
-17,816
3819
$1.13M ﹤0.01%
17,893
+12,243
3820
$1.13M ﹤0.01%
73,026
-100,723
3821
$1.13M ﹤0.01%
27,423
-4
3822
$1.12M ﹤0.01%
186,218
-22,639
3823
$1.12M ﹤0.01%
33,741
+14,726
3824
$1.12M ﹤0.01%
138,903
+22,172
3825
$1.12M ﹤0.01%
210,152
+30,491
151 152
153
154 155