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
4501
$488K ﹤0.01%
16,922
-104,423
4502
$487K ﹤0.01%
88,478
+87,578
4503
$487K ﹤0.01%
7,976
-3,256
4504
$487K ﹤0.01%
5,089
+91
4505
$486K ﹤0.01%
+38,421
4506
$486K ﹤0.01%
38,214
+2,739
4507
$486K ﹤0.01%
56,725
-927
4508
$484K ﹤0.01%
9,588
-71
4509
$484K ﹤0.01%
41,252
+33,236
4510
$484K ﹤0.01%
17,609
+2,024
4511
$484K ﹤0.01%
13,350
-541
4512
$483K ﹤0.01%
1,126
+628
4513
$483K ﹤0.01%
48,845
-215,802
4514
$482K ﹤0.01%
25,346
-45,148
4515
$481K ﹤0.01%
35,128
-3,673
4516
$480K ﹤0.01%
31,266
-25,831
4517
$479K ﹤0.01%
20,439
+6,535
4518
$478K ﹤0.01%
41,467
+13,213
4519
$476K ﹤0.01%
8,540
-8,634
4520
$475K ﹤0.01%
17,816
+6,606
4521
$475K ﹤0.01%
30,880
-43,220
4522
$475K ﹤0.01%
20,134
+15,446
4523
$473K ﹤0.01%
28,865
-15,224
4524
$472K ﹤0.01%
56,000
-131,291
4525
$471K ﹤0.01%
4,172
+384
179 180
181
182 183