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
4051
$857K ﹤0.01%
19,178
+4,566
4052
$857K ﹤0.01%
174,658
-19,833
4053
$856K ﹤0.01%
31,968
-22,135
4054
$855K ﹤0.01%
33
+17
4055
$851K ﹤0.01%
19,613
+1,605
4056
$850K ﹤0.01%
88,209
+33,844
4057
$850K ﹤0.01%
57,002
-3,767
4058
$850K ﹤0.01%
95,145
+1,231
4059
$849K ﹤0.01%
58,839
-68,453
4060
$849K ﹤0.01%
14,898
+812
4061
$849K ﹤0.01%
24,144
+12,258
4062
$848K ﹤0.01%
15,049
+40
4063
$848K ﹤0.01%
60,427
+1,073
4064
$848K ﹤0.01%
36,677
+3,564
4065
$846K ﹤0.01%
54,874
-14,370
4066
$845K ﹤0.01%
318,321
+196,106
4067
$845K ﹤0.01%
66,348
+12,249
4068
$845K ﹤0.01%
49,419
+9,513
4069
$844K ﹤0.01%
31,743
+26,936
4070
$843K ﹤0.01%
40,148
-5,021
4071
$841K ﹤0.01%
251,853
-204,701
4072
$840K ﹤0.01%
115,147
-81,076
4073
$840K ﹤0.01%
96,758
-27,614
4074
$838K ﹤0.01%
76,206
-703,063
4075
$837K ﹤0.01%
37,689
-223,731
161 162
163
164 165