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
5151
$155K ﹤0.01%
11,552
-4,540
5152
$154K ﹤0.01%
920
+519
5153
$154K ﹤0.01%
6,311
-15,963
5154
$154K ﹤0.01%
39,122
+10,303
5155
$154K ﹤0.01%
9,633
-14,190
5156
$154K ﹤0.01%
3,263
+126
5157
$153K ﹤0.01%
6,829
-105,103
5158
$153K ﹤0.01%
3,203
-9,712
5159
$152K ﹤0.01%
13,084
-13,384
5160
$152K ﹤0.01%
15,356
+1,139
5161
$151K ﹤0.01%
8,976
-17,608
5162
$151K ﹤0.01%
8,104
-7,213
5163
$150K ﹤0.01%
4,296
-1,417
5164
$150K ﹤0.01%
31
+27
5165
$150K ﹤0.01%
11,439
+7,439
5166
$150K ﹤0.01%
19,350
-200
5167
$150K ﹤0.01%
77,658
-39,803
5168
$150K ﹤0.01%
16
5169
$149K ﹤0.01%
3,640
+2,771
5170
$149K ﹤0.01%
19,372
-10,278
5171
$149K ﹤0.01%
2,600
5172
$149K ﹤0.01%
7,847
-797
5173
$148K ﹤0.01%
2,981
-3,478
5174
$148K ﹤0.01%
1,005
-7,768
5175
$148K ﹤0.01%
3,760
+134
205 206
207
208 209