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
4726
$348K ﹤0.01%
48,423
-42,275
4727
$347K ﹤0.01%
12,338
+12,142
4728
$346K ﹤0.01%
+13,678
4729
$344K ﹤0.01%
18,724
-3,530
4730
$343K ﹤0.01%
165,625
+132,350
4731
$343K ﹤0.01%
148,981
+101,344
4732
$342K ﹤0.01%
23,552
-2,715
4733
$342K ﹤0.01%
26,191
-3,002
4734
$341K ﹤0.01%
19,419
+10,148
4735
$341K ﹤0.01%
15,372
+2,731
4736
$340K ﹤0.01%
767
+127
4737
$340K ﹤0.01%
21,120
-28,878
4738
$340K ﹤0.01%
28,614
-70,598
4739
$339K ﹤0.01%
1,413
+427
4740
$339K ﹤0.01%
141,099
-24,280
4741
$339K ﹤0.01%
676,885
+621,732
4742
$338K ﹤0.01%
13,203
-378,992
4743
$337K ﹤0.01%
1,068
+815
4744
$337K ﹤0.01%
21,048
+2,515
4745
$336K ﹤0.01%
15,208
+739
4746
$335K ﹤0.01%
46,921
-9,921
4747
$335K ﹤0.01%
4,264
+861
4748
$334K ﹤0.01%
13,220
+7,982
4749
$334K ﹤0.01%
43,659
-63,673
4750
$334K ﹤0.01%
46,220
+12,439
188 189
190
191 192