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
4576
$433K ﹤0.01%
39,655
+25,326
4577
$432K ﹤0.01%
420,641
+81,336
4578
$431K ﹤0.01%
25,210
-406
4579
$431K ﹤0.01%
995
-2,171
4580
$431K ﹤0.01%
48,107
+38,797
4581
$431K ﹤0.01%
22,030
+4,259
4582
$429K ﹤0.01%
9,262
-8,181
4583
$429K ﹤0.01%
72,696
-3,690
4584
$429K ﹤0.01%
31,421
+7,778
4585
$428K ﹤0.01%
14,490
+3,010
4586
$427K ﹤0.01%
47,363
+32,263
4587
$426K ﹤0.01%
32,845
+8,593
4588
$424K ﹤0.01%
30,721
-16,166
4589
$424K ﹤0.01%
42,586
+569
4590
$424K ﹤0.01%
234,129
-81,644
4591
$423K ﹤0.01%
33,181
+731
4592
$422K ﹤0.01%
142,891
+135,891
4593
$421K ﹤0.01%
20,321
+1,373
4594
$421K ﹤0.01%
24,279
+1,519
4595
$421K ﹤0.01%
59,725
-167,431
4596
$420K ﹤0.01%
678
-1,221
4597
$420K ﹤0.01%
31,603
+28,057
4598
$420K ﹤0.01%
9,473
-13
4599
$419K ﹤0.01%
20,848
-16,084
4600
$419K ﹤0.01%
166,624
+26,123
182 183
184
185 186