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
4751
$334K ﹤0.01%
12,799
+11,781
4752
$333K ﹤0.01%
12,264
+485
4753
$332K ﹤0.01%
24,621
+18,214
4754
$331K ﹤0.01%
12,654
+5,960
4755
$330K ﹤0.01%
9,271
-5,746
4756
$330K ﹤0.01%
6,870
+915
4757
$328K ﹤0.01%
25,139
-300
4758
$327K ﹤0.01%
45,932
-1,184
4759
$327K ﹤0.01%
9,864
-9,467
4760
$326K ﹤0.01%
8,083
-3,732
4761
$326K ﹤0.01%
13,013
-27,606
4762
$325K ﹤0.01%
32,416
-32,062
4763
$325K ﹤0.01%
15,885
+2,840
4764
$325K ﹤0.01%
56,955
-906
4765
$325K ﹤0.01%
13,803
-143,659
4766
$324K ﹤0.01%
93,278
-93,848
4767
$324K ﹤0.01%
8,814
-619
4768
$323K ﹤0.01%
22,252
-69,755
4769
$323K ﹤0.01%
38,443
-11,819
4770
$322K ﹤0.01%
+3,989
4771
$320K ﹤0.01%
4,800
4772
$319K ﹤0.01%
8,438
-135
4773
$319K ﹤0.01%
15,151
+10,938
4774
$319K ﹤0.01%
43
+36
4775
$318K ﹤0.01%
116,097
+42,921
189 190
191
192 193