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
4126
$789K ﹤0.01%
75,759
+36,001
4127
$787K ﹤0.01%
17,551
+6,187
4128
$786K ﹤0.01%
32,156
-25,906
4129
$786K ﹤0.01%
369,160
4130
$786K ﹤0.01%
+73,948
4131
$784K ﹤0.01%
155,609
-1,285
4132
$784K ﹤0.01%
32,279
+10,200
4133
$783K ﹤0.01%
55,494
+35,145
4134
$782K ﹤0.01%
16,782
+2,276
4135
$782K ﹤0.01%
47,530
+760
4136
$781K ﹤0.01%
58,226
+27,160
4137
$781K ﹤0.01%
56,250
+8,231
4138
$780K ﹤0.01%
64,328
-3,321
4139
$779K ﹤0.01%
163,937
+50,538
4140
$779K ﹤0.01%
27,123
+3,278
4141
$778K ﹤0.01%
30,562
+15,449
4142
$776K ﹤0.01%
125,352
-7,227
4143
$774K ﹤0.01%
168,798
-450,136
4144
$773K ﹤0.01%
39,288
-24,184
4145
$773K ﹤0.01%
44,283
+1
4146
$773K ﹤0.01%
43,190
-54,700
4147
$771K ﹤0.01%
11,536
+6,437
4148
$770K ﹤0.01%
63,447
+7,997
4149
$770K ﹤0.01%
136,623
+2,851
4150
$770K ﹤0.01%
58,174
-1,288
164 165
166
167 168