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
3976
$931K ﹤0.01%
25,867
+23,459
3977
$931K ﹤0.01%
3,135
-352
3978
$929K ﹤0.01%
33,912
+19,173
3979
$929K ﹤0.01%
6,360
-214
3980
$929K ﹤0.01%
65,228
-2,745
3981
$929K ﹤0.01%
84,832
+84,652
3982
$928K ﹤0.01%
285,686
+217,096
3983
$927K ﹤0.01%
36,564
-11,109
3984
$925K ﹤0.01%
18,766
-828
3985
$924K ﹤0.01%
41,407
-17,524
3986
$923K ﹤0.01%
74,488
-42,641
3987
$923K ﹤0.01%
34,786
+3,603
3988
$922K ﹤0.01%
11,132
-20,292
3989
$921K ﹤0.01%
69,195
-17,459
3990
$920K ﹤0.01%
+1,372
3991
$919K ﹤0.01%
45,788
-2,066
3992
$919K ﹤0.01%
16,850
-121,100
3993
$916K ﹤0.01%
48,187
-13,379
3994
$916K ﹤0.01%
59,518
-30,567
3995
$915K ﹤0.01%
63,388
-2,817
3996
$914K ﹤0.01%
268,610
+249,910
3997
$912K ﹤0.01%
151,656
+131,031
3998
$910K ﹤0.01%
+92,814
3999
$910K ﹤0.01%
122,325
-47,322
4000
$908K ﹤0.01%
34,791
+5,534
158 159
160
161 162