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
4251
$683K ﹤0.01%
139,225
+126,625
4252
$683K ﹤0.01%
32,517
+4,142
4253
$681K ﹤0.01%
57,809
+21,145
4254
$681K ﹤0.01%
23,278
+5,062
4255
$681K ﹤0.01%
76,412
+64,214
4256
$681K ﹤0.01%
45,968
+344
4257
$680K ﹤0.01%
78,551
+60,653
4258
$677K ﹤0.01%
40,592
+18
4259
$676K ﹤0.01%
34,246
-41,053
4260
$676K ﹤0.01%
25,967
+2,670
4261
$676K ﹤0.01%
163,263
+57,578
4262
$675K ﹤0.01%
133,604
+3,868
4263
$675K ﹤0.01%
7,323
+5,547
4264
$675K ﹤0.01%
55,296
-10,371
4265
$675K ﹤0.01%
46,629
+32,027
4266
$672K ﹤0.01%
59,784
+4,411
4267
$671K ﹤0.01%
42,585
+452
4268
$668K ﹤0.01%
21,962
-5,809
4269
$667K ﹤0.01%
59,220
-6,075
4270
$667K ﹤0.01%
10,916
-4,116
4271
$666K ﹤0.01%
77,971
-44,505
4272
$666K ﹤0.01%
92,342
+2,507
4273
$665K ﹤0.01%
9,843
-547
4274
$665K ﹤0.01%
95,251
-16,385
4275
$664K ﹤0.01%
41,684
+14,868
169 170
171
172 173