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
4701
$358K ﹤0.01%
14,477
-7,318
4702
$358K ﹤0.01%
2,408
-5,913
4703
$358K ﹤0.01%
16,896
-12,665
4704
$357K ﹤0.01%
12,944
+770
4705
$356K ﹤0.01%
12,981
-34,229
4706
$356K ﹤0.01%
37,525
+22,218
4707
$355K ﹤0.01%
15,588
-1,214
4708
$354K ﹤0.01%
7,802
+446
4709
$354K ﹤0.01%
12,717
-791
4710
$354K ﹤0.01%
26,974
-15,512
4711
$353K ﹤0.01%
15,227
-504
4712
$353K ﹤0.01%
22,496
+5,428
4713
$352K ﹤0.01%
28,989
-65
4714
$352K ﹤0.01%
5,959
+1,092
4715
$352K ﹤0.01%
5,417
+3,174
4716
$351K ﹤0.01%
538,300
+392,500
4717
$351K ﹤0.01%
44,851
+28,345
4718
$351K ﹤0.01%
122,700
+32
4719
$351K ﹤0.01%
14,031
-41
4720
$351K ﹤0.01%
17,162
-1,878
4721
$350K ﹤0.01%
10,046
-2,341
4722
$350K ﹤0.01%
33,674
+2,073
4723
$349K ﹤0.01%
6,136
-7,470
4724
$349K ﹤0.01%
19,129
-640
4725
$348K ﹤0.01%
40,640
-9,810
187 188
189
190 191