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
3926
$995K ﹤0.01%
44,469
-101,818
3927
$995K ﹤0.01%
2,260
+2,092
3928
$994K ﹤0.01%
230,743
+17,690
3929
$992K ﹤0.01%
99,580
-58,396
3930
$992K ﹤0.01%
261,870
-446,418
3931
$990K ﹤0.01%
39,518
+1,533
3932
$986K ﹤0.01%
49,280
+17,734
3933
$984K ﹤0.01%
37,574
+863
3934
$979K ﹤0.01%
16,463
-12,138
3935
$978K ﹤0.01%
9,638
+1,951
3936
$973K ﹤0.01%
34,521
+5,774
3937
$973K ﹤0.01%
146,444
+56,271
3938
$972K ﹤0.01%
76,346
+15,794
3939
$971K ﹤0.01%
68,867
-63,326
3940
$971K ﹤0.01%
12,001
+11,921
3941
$970K ﹤0.01%
61,636
-12,468
3942
$967K ﹤0.01%
48,950
+44,779
3943
$965K ﹤0.01%
77,213
+52,049
3944
$965K ﹤0.01%
69,253
-42,045
3945
$963K ﹤0.01%
53,710
+46,141
3946
$962K ﹤0.01%
54,488
+7,889
3947
$961K ﹤0.01%
27,991
-39,534
3948
$960K ﹤0.01%
12,639
+1,781
3949
$960K ﹤0.01%
59,193
+1,149
3950
$959K ﹤0.01%
73,065
-38,904
156 157
158
159 160