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
4001
$907K ﹤0.01%
100,005
-4,123
4002
$906K ﹤0.01%
111,860
+35,248
4003
$905K ﹤0.01%
73,688
-97,911
4004
$904K ﹤0.01%
21,661
-13,400
4005
$903K ﹤0.01%
31,341
+10,132
4006
$903K ﹤0.01%
20,263
-166,348
4007
$903K ﹤0.01%
303,021
-215,780
4008
$901K ﹤0.01%
10,358
+1
4009
$901K ﹤0.01%
11,371
+8,519
4010
$900K ﹤0.01%
37,820
-52,042
4011
$899K ﹤0.01%
81,813
-15,455
4012
$899K ﹤0.01%
65,378
-13,271
4013
$899K ﹤0.01%
77,698
-66,769
4014
$899K ﹤0.01%
175,263
+12,142
4015
$897K ﹤0.01%
94,386
-45,006
4016
$897K ﹤0.01%
35,133
+13,934
4017
$895K ﹤0.01%
179,033
-21,207
4018
$895K ﹤0.01%
78,499
+28,606
4019
$894K ﹤0.01%
82,301
-52,818
4020
$894K ﹤0.01%
30,374
-2,503
4021
$893K ﹤0.01%
47,740
-21,412
4022
$893K ﹤0.01%
67,253
+476
4023
$890K ﹤0.01%
103,029
+77,211
4024
$890K ﹤0.01%
72,774
-5,407
4025
$889K ﹤0.01%
18,773
+6,638
159 160
161
162 163