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
4026
$889K ﹤0.01%
73,142
+19,928
4027
$888K ﹤0.01%
65,825
-3,157
4028
$888K ﹤0.01%
34,833
-102,018
4029
$886K ﹤0.01%
66,396
+12,084
4030
$886K ﹤0.01%
34,262
-54,578
4031
$886K ﹤0.01%
39,869
+31,855
4032
$884K ﹤0.01%
52,016
+6,739
4033
$884K ﹤0.01%
39
+36
4034
$883K ﹤0.01%
50,889
+108
4035
$879K ﹤0.01%
35,873
-3,299
4036
$878K ﹤0.01%
61,029
+19,791
4037
$876K ﹤0.01%
238,668
+216,512
4038
$875K ﹤0.01%
134,612
+109,474
4039
$870K ﹤0.01%
17,346
+7,800
4040
$869K ﹤0.01%
23,681
+3,814
4041
$869K ﹤0.01%
22,606
+8,597
4042
$868K ﹤0.01%
97,468
+6,363
4043
– –
0
4044
$865K ﹤0.01%
148,369
-7,924
4045
$863K ﹤0.01%
60,845
+12,726
4046
$862K ﹤0.01%
57,621
-34,779
4047
$862K ﹤0.01%
86,073
-61,187
4048
$861K ﹤0.01%
12,067
+6,785
4049
$861K ﹤0.01%
+64,053
4050
$858K ﹤0.01%
12,138
-8,575
160 161
162
163 164