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
4476
$500K ﹤0.01%
25,310
-26,266
4477
$500K ﹤0.01%
66,669
+3,723
4478
$499K ﹤0.01%
34,438
-3,323
4479
$499K ﹤0.01%
31,944
+2,123
4480
$499K ﹤0.01%
6,014
+919
4481
$498K ﹤0.01%
24,660
-2,864
4482
$498K ﹤0.01%
19,587
+2,678
4483
$498K ﹤0.01%
27,350
4484
$498K ﹤0.01%
20,369
+16,636
4485
$497K ﹤0.01%
22
+8
4486
$497K ﹤0.01%
39,904
-70,070
4487
$496K ﹤0.01%
6,329
+1,354
4488
$495K ﹤0.01%
14,772
+1,101
4489
$495K ﹤0.01%
+303
4490
$495K ﹤0.01%
27,026
+10,571
4491
$495K ﹤0.01%
59,985
+640
4492
$493K ﹤0.01%
4,075
+3,229
4493
$493K ﹤0.01%
60,148
-17,971
4494
$491K ﹤0.01%
34,800
-40
4495
$491K ﹤0.01%
32
-19
4496
$491K ﹤0.01%
4,339
-2,932
4497
$490K ﹤0.01%
48,895
+2,059
4498
$490K ﹤0.01%
27,588
-8,216
4499
$490K ﹤0.01%
59,545
+1,000
4500
$488K ﹤0.01%
44,584
-249,901
178 179
180
181 182