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
4851
$274K ﹤0.01%
7,735
+7,582
4852
$274K ﹤0.01%
19,471
-11,719
4853
$273K ﹤0.01%
+9,411
4854
$273K ﹤0.01%
9,197
+2,163
4855
$272K ﹤0.01%
14,402
-16,427
4856
$272K ﹤0.01%
17,534
+980
4857
$272K ﹤0.01%
19,718
-9,517
4858
$272K ﹤0.01%
13,323
+11,220
4859
$271K ﹤0.01%
37,443
-1,149
4860
$271K ﹤0.01%
34,465
+7,387
4861
$270K ﹤0.01%
24,139
-6,174
4862
$270K ﹤0.01%
17,564
+2,076
4863
$270K ﹤0.01%
6,246
-2,351
4864
$270K ﹤0.01%
18,314
+5,876
4865
$270K ﹤0.01%
48,857
+5,267
4866
$269K ﹤0.01%
11,061
+924
4867
$269K ﹤0.01%
3,558
-1,489
4868
$268K ﹤0.01%
21,375
-672
4869
$268K ﹤0.01%
10,190
+9,109
4870
$268K ﹤0.01%
23,266
-77,227
4871
$267K ﹤0.01%
4,550
+1,932
4872
$266K ﹤0.01%
24,461
-15,010
4873
$266K ﹤0.01%
4,721
-6,955
4874
$265K ﹤0.01%
89,251
+45,679
4875
$264K ﹤0.01%
15,357
193 194
195
196 197