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
4826
$291K ﹤0.01%
61,826
+53,124
4827
$291K ﹤0.01%
+22,798
4828
$289K ﹤0.01%
16,320
+12,762
4829
$289K ﹤0.01%
39,284
+5,816
4830
$288K ﹤0.01%
10,266
-9,690
4831
$288K ﹤0.01%
10,976
+8,992
4832
$288K ﹤0.01%
8,817
-4,965
4833
$288K ﹤0.01%
109,053
-778,036
4834
$288K ﹤0.01%
127,311
+9,100
4835
$288K ﹤0.01%
30,649
-945
4836
$288K ﹤0.01%
8,154
-15,372
4837
$287K ﹤0.01%
6,392
+3,722
4838
$287K ﹤0.01%
36,751
-358,464
4839
$286K ﹤0.01%
43,916
-23,753
4840
$285K ﹤0.01%
23,140
+9,925
4841
$283K ﹤0.01%
18,569
-2,213
4842
$282K ﹤0.01%
+1,939
4843
$280K ﹤0.01%
30,572
+989
4844
$278K ﹤0.01%
38,142
+27,654
4845
$277K ﹤0.01%
25,572
-355
4846
$277K ﹤0.01%
16,032
-20,158
4847
$276K ﹤0.01%
4,144
+3,021
4848
$275K ﹤0.01%
24,745
-32,040
4849
$274K ﹤0.01%
186,105
+89,950
4850
$274K ﹤0.01%
23,314
-1,855
192 193
194
195 196