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
4076
$836K ﹤0.01%
19,156
-17,587
4077
$836K ﹤0.01%
35,343
+571
4078
$836K ﹤0.01%
67,621
-15,623
4079
$835K ﹤0.01%
145,362
+108,502
4080
$833K ﹤0.01%
127,608
+27,319
4081
$832K ﹤0.01%
28,812
+8,033
4082
$831K ﹤0.01%
23,713
-35,431
4083
$831K ﹤0.01%
64,977
+21,978
4084
$830K ﹤0.01%
32,960
-168,245
4085
$829K ﹤0.01%
87,791
-54,952
4086
$828K ﹤0.01%
15,514
-8,435
4087
$825K ﹤0.01%
60,846
-29,678
4088
$824K ﹤0.01%
61,684
+54,368
4089
$823K ﹤0.01%
36,511
+2,569
4090
$821K ﹤0.01%
29,967
-36,115
4091
$820K ﹤0.01%
81,182
+66,871
4092
$819K ﹤0.01%
67,328
-9,009
4093
$817K ﹤0.01%
9,983
-9,135
4094
$816K ﹤0.01%
91,724
-18,436
4095
$816K ﹤0.01%
101,971
-72,447
4096
$814K ﹤0.01%
17,174
-2,840
4097
$814K ﹤0.01%
61,162
-590
4098
– –
0
4099
$813K ﹤0.01%
30,554
-61,323
4100
$811K ﹤0.01%
+49,092
162 163
164
165 166