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
4276
$664K ﹤0.01%
46,106
-16,689
4277
$664K ﹤0.01%
27,036
-58,074
4278
$663K ﹤0.01%
19,684
+6,525
4279
$663K ﹤0.01%
9,152
-21,946
4280
$662K ﹤0.01%
30,660
-65,685
4281
$662K ﹤0.01%
13,382
-1,401
4282
$662K ﹤0.01%
8,393
+3,588
4283
$660K ﹤0.01%
165,106
+1,831
4284
$660K ﹤0.01%
13,798
-41,465
4285
$659K ﹤0.01%
80,600
+600
4286
$659K ﹤0.01%
37,476
+33,989
4287
$659K ﹤0.01%
63,534
-506,097
4288
$658K ﹤0.01%
18,172
-77,598
4289
$658K ﹤0.01%
41,027
-36,662
4290
$658K ﹤0.01%
86,820
+84,409
4291
$657K ﹤0.01%
31,899
-2,921
4292
$653K ﹤0.01%
56,582
-135,069
4293
$652K ﹤0.01%
65,432
+3,601
4294
$651K ﹤0.01%
17,322
-31,980
4295
$650K ﹤0.01%
13,389
-74,998
4296
$650K ﹤0.01%
180,822
+7,364
4297
$649K ﹤0.01%
9,879
-1,245
4298
$649K ﹤0.01%
19,323
-105,212
4299
$649K ﹤0.01%
34,161
-35,960
4300
$648K ﹤0.01%
48,271
-39,804
170 171
172
173 174