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
4426
$536K ﹤0.01%
146,136
+82,234
4427
$536K ﹤0.01%
111,771
-181,890
4428
$535K ﹤0.01%
2,457
+173
4429
$535K ﹤0.01%
24,430
-4,144
4430
$535K ﹤0.01%
19,929
-26,454
4431
$535K ﹤0.01%
9,506
+3,024
4432
$534K ﹤0.01%
59,779
+3,725
4433
$534K ﹤0.01%
35,992
+6,112
4434
$534K ﹤0.01%
75,494
+52,816
4435
$534K ﹤0.01%
21,366
-18,448
4436
$533K ﹤0.01%
23,134
-3,969
4437
$533K ﹤0.01%
10,301
-3,579
4438
$532K ﹤0.01%
14,874
-42,577
4439
$529K ﹤0.01%
32,418
+1,216
4440
$529K ﹤0.01%
36,868
+9,393
4441
$529K ﹤0.01%
13,633
+8,284
4442
$528K ﹤0.01%
1,792
+1,488
4443
$528K ﹤0.01%
18,309
-19,658
4444
$527K ﹤0.01%
19,383
+8,745
4445
$524K ﹤0.01%
70,452
+2,422
4446
$522K ﹤0.01%
37,994
-5,981
4447
$520K ﹤0.01%
26,642
-1,935
4448
$519K ﹤0.01%
108,117
+25,007
4449
$519K ﹤0.01%
26,816
-7,675
4450
$519K ﹤0.01%
78,236
+21,141
176 177
178
179 180