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
4626
$406K ﹤0.01%
29,132
-93,544
4627
$406K ﹤0.01%
208,577
-101,301
4628
$405K ﹤0.01%
17,152
-6,934
4629
$404K ﹤0.01%
81,256
+44,856
4630
$400K ﹤0.01%
36,386
+4,408
4631
$398K ﹤0.01%
32,730
-10,203
4632
$398K ﹤0.01%
21,064
+292
4633
$398K ﹤0.01%
23,578
+2,999
4634
$398K ﹤0.01%
25,387
+17,958
4635
$397K ﹤0.01%
1,078
+1,073
4636
$397K ﹤0.01%
34,768
+17,310
4637
$397K ﹤0.01%
7,853
-7,229
4638
$397K ﹤0.01%
11,863
+960
4639
$395K ﹤0.01%
127,652
-36,296
4640
$394K ﹤0.01%
100,518
+100,218
4641
$392K ﹤0.01%
371
-203
4642
– –
0
4643
$391K ﹤0.01%
6,287
+5,648
4644
$391K ﹤0.01%
7,659
+504
4645
$390K ﹤0.01%
+27,442
4646
$390K ﹤0.01%
19,091
-1,059
4647
$389K ﹤0.01%
43,076
+3,828
4648
$389K ﹤0.01%
15,116
-60,364
4649
$389K ﹤0.01%
751
+684
4650
$389K ﹤0.01%
8,518
+4
184 185
186
187 188