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
4976
$227K ﹤0.01%
6,084
-21,657
4977
$226K ﹤0.01%
17,061
+5,275
4978
$225K ﹤0.01%
4,433
-79,588
4979
$225K ﹤0.01%
13,107
-44,868
4980
$225K ﹤0.01%
3,379
+2,981
4981
$225K ﹤0.01%
8,265
+6,536
4982
$224K ﹤0.01%
+21,254
4983
$222K ﹤0.01%
30,118
-4,784
4984
$221K ﹤0.01%
12,265
-866
4985
$220K ﹤0.01%
+8,058
4986
$220K ﹤0.01%
13,148
-15
4987
$218K ﹤0.01%
13,175
-137,154
4988
$218K ﹤0.01%
57,714
+3,649
4989
$218K ﹤0.01%
13,422
-4,788
4990
$217K ﹤0.01%
55,960
+281
4991
$217K ﹤0.01%
12,295
+1,240
4992
$216K ﹤0.01%
28,461
-93
4993
$216K ﹤0.01%
15,970
+2,211
4994
$216K ﹤0.01%
12,828
+6,617
4995
$215K ﹤0.01%
10,575
-21,371
4996
$215K ﹤0.01%
13,845
-2,225
4997
$214K ﹤0.01%
8,209
+5,279
4998
$214K ﹤0.01%
5,462
+1,695
4999
$214K ﹤0.01%
16,228
+1,666
5000
$214K ﹤0.01%
8,477
-1,978,143
198 199
200
201 202