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
4151
$769K ﹤0.01%
111,438
+109,799
4152
$767K ﹤0.01%
97,855
-16,543
4153
$767K ﹤0.01%
29,318
+19,534
4154
$766K ﹤0.01%
63,100
-2,634
4155
$766K ﹤0.01%
28,554
+25,142
4156
$765K ﹤0.01%
36,345
-759
4157
$765K ﹤0.01%
51,448
+11,695
4158
$763K ﹤0.01%
51,876
+49,255
4159
$761K ﹤0.01%
54,496
+31,251
4160
$760K ﹤0.01%
14,413
+14,038
4161
$758K ﹤0.01%
62,899
-21,851
4162
$758K ﹤0.01%
20,966
+5,999
4163
$757K ﹤0.01%
172,242
+138,119
4164
$753K ﹤0.01%
39,662
+12,276
4165
$752K ﹤0.01%
21,036
-7,580
4166
$751K ﹤0.01%
82,373
+47,342
4167
$751K ﹤0.01%
35,440
-13,711
4168
$751K ﹤0.01%
14,768
+3,585
4169
$751K ﹤0.01%
24,754
+2,661
4170
$750K ﹤0.01%
22,976
+2,653
4171
$750K ﹤0.01%
29,852
+26,134
4172
$749K ﹤0.01%
43,036
-2,874
4173
$748K ﹤0.01%
24,096
+6,567
4174
$748K ﹤0.01%
25,629
+16,119
4175
$745K ﹤0.01%
49,494
+400
165 166
167
168 169