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
4176
$744K ﹤0.01%
27,858
-563
4177
$744K ﹤0.01%
22,041
-5,543
4178
$744K ﹤0.01%
35,062
+33,300
4179
$743K ﹤0.01%
20,913
-129,758
4180
$743K ﹤0.01%
39,890
+16,072
4181
$743K ﹤0.01%
22,621
-1,518
4182
$739K ﹤0.01%
43,053
-19,606
4183
$736K ﹤0.01%
8,329
-8,436
4184
$735K ﹤0.01%
42,751
-72,531
4185
$735K ﹤0.01%
43,642
+24,233
4186
$735K ﹤0.01%
384,850
+233,550
4187
$734K ﹤0.01%
47,282
-3,750
4188
$733K ﹤0.01%
33,897
+5,230
4189
$733K ﹤0.01%
42,138
+709
4190
$732K ﹤0.01%
65,495
-222,257
4191
$732K ﹤0.01%
43,497
+6,591
4192
$731K ﹤0.01%
99,284
-81,842
4193
$730K ﹤0.01%
21,374
+8,056
4194
$729K ﹤0.01%
37,249
-922
4195
$727K ﹤0.01%
22,135
-1,435
4196
$726K ﹤0.01%
249,204
-220,447
4197
$723K ﹤0.01%
239,173
+216,303
4198
$723K ﹤0.01%
24,024
+21,947
4199
$723K ﹤0.01%
70,547
-60,965
4200
$722K ﹤0.01%
150,983
-365,074
166 167
168
169 170