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
4526
$470K ﹤0.01%
67,831
-1,978
4527
$469K ﹤0.01%
31,508
-8,227
4528
$469K ﹤0.01%
23,846
-8,697
4529
$469K ﹤0.01%
1,012
-6,953
4530
$469K ﹤0.01%
19,446
+18,946
4531
$467K ﹤0.01%
26,573
-8,576
4532
$466K ﹤0.01%
19,434
+579
4533
$466K ﹤0.01%
37,451
-149,153
4534
$466K ﹤0.01%
31,344
+6,962
4535
$465K ﹤0.01%
12,443
-1,307
4536
$465K ﹤0.01%
26,343
-65,378
4537
$465K ﹤0.01%
7,124
-8,050
4538
$464K ﹤0.01%
26,778
+2,194
4539
$464K ﹤0.01%
29,960
+7,862
4540
$464K ﹤0.01%
153,812
-6,730
4541
$464K ﹤0.01%
4,176
-110
4542
$463K ﹤0.01%
16,173
-156,931
4543
$462K ﹤0.01%
13,687
-9,943
4544
$461K ﹤0.01%
15,281
+2,835
4545
$460K ﹤0.01%
30,794
+26,920
4546
$460K ﹤0.01%
5,932
+2,649
4547
$460K ﹤0.01%
547,765
-349,884
4548
$459K ﹤0.01%
24,272
-81,833
4549
$458K ﹤0.01%
119,048
-27,549
4550
$457K ﹤0.01%
3,639
+3,569
180 181
182
183 184