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
4301
$647K ﹤0.01%
31,766
-1,089
4302
$646K ﹤0.01%
687
+124
4303
$645K ﹤0.01%
20,581
-6,541
4304
$645K ﹤0.01%
222,937
+2,337
4305
$643K ﹤0.01%
16,150
+8,824
4306
$643K ﹤0.01%
41,688
-7,116
4307
$642K ﹤0.01%
9,689
+706
4308
$642K ﹤0.01%
26,879
-961
4309
$641K ﹤0.01%
114,585
-14,648
4310
$641K ﹤0.01%
47,076
-6,026
4311
$640K ﹤0.01%
88,886
+81,866
4312
$640K ﹤0.01%
3,276
+3,243
4313
$639K ﹤0.01%
38,393
+18,549
4314
$638K ﹤0.01%
21,253
+19,663
4315
$638K ﹤0.01%
24,604
+17,360
4316
$638K ﹤0.01%
45,875
+184
4317
$634K ﹤0.01%
211,667
+8,517
4318
$633K ﹤0.01%
25,273
+123
4319
$633K ﹤0.01%
305,789
-3,333
4320
$631K ﹤0.01%
6,004
+366
4321
$631K ﹤0.01%
4,802
-379
4322
$628K ﹤0.01%
36,714
-10,605
4323
$627K ﹤0.01%
93,306
+44,207
4324
$627K ﹤0.01%
75
+49
4325
$625K ﹤0.01%
33,096
-165,857
171 172
173
174 175