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
4326
$625K ﹤0.01%
47,489
+14,262
4327
$624K ﹤0.01%
14,175
+8,286
4328
$622K ﹤0.01%
42,688
+8,325
4329
$622K ﹤0.01%
135,762
-3,185
4330
$620K ﹤0.01%
30,919
-5,636
4331
$618K ﹤0.01%
34,165
+159
4332
$616K ﹤0.01%
19,636
-13,145
4333
$614K ﹤0.01%
46,480
+24,480
4334
$612K ﹤0.01%
19,775
-161
4335
$609K ﹤0.01%
48,435
+22,753
4336
$608K ﹤0.01%
26,798
+2,796
4337
$608K ﹤0.01%
17,418
+12,008
4338
$607K ﹤0.01%
16,777
-3,705
4339
$607K ﹤0.01%
37,230
+8,590
4340
$607K ﹤0.01%
54,270
+2,682
4341
$607K ﹤0.01%
44,780
-24,888
4342
$605K ﹤0.01%
28,619
+3,077
4343
$605K ﹤0.01%
65,492
+11,983
4344
$604K ﹤0.01%
56,252
-33,418
4345
$603K ﹤0.01%
103,989
-209,633
4346
$603K ﹤0.01%
7,654
-2,862
4347
$602K ﹤0.01%
1,177
+1,136
4348
$601K ﹤0.01%
25,151
-29,322
4349
$601K ﹤0.01%
12,630
-1,655
4350
$600K ﹤0.01%
14,952
+664
172 173
174
175 176