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
5201
$138K ﹤0.01%
15,409
-1,767
5202
$138K ﹤0.01%
5,645
-736
5203
$138K ﹤0.01%
6,810
-89,928
5204
$138K ﹤0.01%
14,405
-47,883
5205
$138K ﹤0.01%
7,844
-5,449
5206
$137K ﹤0.01%
15,423
+7,023
5207
$137K ﹤0.01%
18,343
-675
5208
$137K ﹤0.01%
11,000
+4,000
5209
$137K ﹤0.01%
4,916
-3,085
5210
$137K ﹤0.01%
8,154
-6,575
5211
$136K ﹤0.01%
11,112
+5,269
5212
$136K ﹤0.01%
7,261
-7,223
5213
$136K ﹤0.01%
9,115
+8,160
5214
$136K ﹤0.01%
6,811
-21,432
5215
$136K ﹤0.01%
6,392
-5,670
5216
$135K ﹤0.01%
5,335
-11,971
5217
$135K ﹤0.01%
21,298
+11,352
5218
$135K ﹤0.01%
+13,510
5219
$135K ﹤0.01%
2,211
-2,052
5220
$135K ﹤0.01%
2,765
+748
5221
$135K ﹤0.01%
7,776
-11,422
5222
$135K ﹤0.01%
11,223
-17
5223
$134K ﹤0.01%
7,609
-11,600
5224
$134K ﹤0.01%
10,721
+3,721
5225
$134K ﹤0.01%
9,299
-17,837
207 208
209
210 211