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
4376
$577K ﹤0.01%
42,885
-5,759
4377
$577K ﹤0.01%
69,460
+2,799
4378
$576K ﹤0.01%
25,998
+15,000
4379
$574K ﹤0.01%
16,254
+14,327
4380
$573K ﹤0.01%
58,330
+569
4381
$572K ﹤0.01%
29,223
-9,678
4382
$572K ﹤0.01%
41,193
+4,759
4383
$570K ﹤0.01%
56,579
-12,256
4384
$568K ﹤0.01%
61,530
+15,478
4385
$568K ﹤0.01%
3,035
-1,245
4386
$566K ﹤0.01%
18,467
-776
4387
$564K ﹤0.01%
44,262
-107,808
4388
$564K ﹤0.01%
1,972
+1,634
4389
$564K ﹤0.01%
35,768
+33,537
4390
$563K ﹤0.01%
38,527
+696
4391
$563K ﹤0.01%
+21,452
4392
$563K ﹤0.01%
4,486
-6,372
4393
$563K ﹤0.01%
51,514
-9,131
4394
$562K ﹤0.01%
242,430
+229,950
4395
$561K ﹤0.01%
19,478
+2,400
4396
$560K ﹤0.01%
15,728
+3,668
4397
$560K ﹤0.01%
171,677
+98,318
4398
$559K ﹤0.01%
18,374
-1,230
4399
$554K ﹤0.01%
64,224
+57,072
4400
$553K ﹤0.01%
42,055
-1,325
174 175
176
177 178