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
4101
$810K ﹤0.01%
9,360
+3,518
4102
$810K ﹤0.01%
36,718
+28,310
4103
$809K ﹤0.01%
2,641
-1,037
4104
$808K ﹤0.01%
83,339
+80,707
4105
$807K ﹤0.01%
50,795
+23,514
4106
$806K ﹤0.01%
133,275
-7,545
4107
$806K ﹤0.01%
36,516
+28,268
4108
$803K ﹤0.01%
81,495
-1,084
4109
$802K ﹤0.01%
86,395
+57,784
4110
$802K ﹤0.01%
874
+398
4111
$802K ﹤0.01%
47,785
-54,302
4112
$799K ﹤0.01%
126,009
+66,815
4113
$796K ﹤0.01%
16,287
-4,625
4114
$796K ﹤0.01%
45,643
+12,060
4115
$796K ﹤0.01%
116,044
+25,382
4116
$795K ﹤0.01%
62,486
-1,694
4117
$794K ﹤0.01%
66,231
-5,157
4118
$794K ﹤0.01%
46,164
+27,886
4119
$794K ﹤0.01%
24,008
-12,320
4120
$794K ﹤0.01%
78,610
-13,793
4121
$793K ﹤0.01%
22,985
-16,651
4122
$792K ﹤0.01%
32,559
+25,059
4123
$791K ﹤0.01%
16,822
+1,372
4124
$791K ﹤0.01%
29,994
-3,674
4125
$791K ﹤0.01%
+226,101
163 164
165
166 167