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
4351
$599K ﹤0.01%
45,068
+13,562
4352
$599K ﹤0.01%
28,559
-662
4353
$598K ﹤0.01%
15,203
-3,246
4354
$597K ﹤0.01%
19,832
+3,180
4355
$597K ﹤0.01%
40,175
+38,004
4356
$596K ﹤0.01%
8,870
-9,995
4357
$594K ﹤0.01%
20,170
-36,135
4358
$593K ﹤0.01%
31,693
-104,038
4359
$592K ﹤0.01%
13,804
+4,447
4360
$591K ﹤0.01%
70,566
+12,149
4361
$590K ﹤0.01%
37,438
-660
4362
$589K ﹤0.01%
59,761
-34,860
4363
$586K ﹤0.01%
42,192
-1,711
4364
$586K ﹤0.01%
11,867
-1,337
4365
$585K ﹤0.01%
81,648
+59,674
4366
$584K ﹤0.01%
18,571
+7,227
4367
$584K ﹤0.01%
35,985
-10,691
4368
$584K ﹤0.01%
44,432
-19,404
4369
$580K ﹤0.01%
4,569
+3,836
4370
$580K ﹤0.01%
11,993
+1,831
4371
$580K ﹤0.01%
33,633
+28,238
4372
$580K ﹤0.01%
68,692
+65,298
4373
$580K ﹤0.01%
45,210
-30,750
4374
$579K ﹤0.01%
+146,614
4375
$578K ﹤0.01%
170
+72
173 174
175
176 177