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
4226
$699K ﹤0.01%
76,983
+74,983
4227
$697K ﹤0.01%
125,898
-7,400
4228
$697K ﹤0.01%
9,800
+4,310
4229
$697K ﹤0.01%
16
4230
$697K ﹤0.01%
8,322
+4,582
4231
$695K ﹤0.01%
5,173
+1,795
4232
$694K ﹤0.01%
67,170
-45,569
4233
$694K ﹤0.01%
16,137
-393
4234
$692K ﹤0.01%
88,306
+24,279
4235
$691K ﹤0.01%
191,550
+33,842
4236
$690K ﹤0.01%
10,008
-749
4237
$690K ﹤0.01%
64,398
+15,935
4238
$690K ﹤0.01%
35,003
+5,871
4239
$690K ﹤0.01%
37,548
-131,476
4240
$689K ﹤0.01%
53,641
-11,148
4241
$688K ﹤0.01%
9,226
+6,910
4242
$688K ﹤0.01%
422
+421
4243
$688K ﹤0.01%
29,060
+1,154
4244
– –
0
4245
$686K ﹤0.01%
103,753
+42,149
4246
$686K ﹤0.01%
30,422
+12,532
4247
$685K ﹤0.01%
52,672
+4,515
4248
$685K ﹤0.01%
26,609
-2,302
4249
$684K ﹤0.01%
12,184
+9,892
4250
$684K ﹤0.01%
48,120
-13,455
168 169
170
171 172