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
5226
$133K ﹤0.01%
11,678
+247
5227
$132K ﹤0.01%
9,380
+713
5228
$132K ﹤0.01%
23,811
-16,000
5229
$132K ﹤0.01%
1,827
+296
5230
$132K ﹤0.01%
16,646
+1,214
5231
$132K ﹤0.01%
7,550
+1,759
5232
$132K ﹤0.01%
4,390
+142
5233
$132K ﹤0.01%
7,451
-16,724
5234
$131K ﹤0.01%
14,208
+315
5235
$131K ﹤0.01%
10,253
-27,628
5236
$131K ﹤0.01%
124,449
-952,124
5237
$130K ﹤0.01%
3,433
-3,476
5238
$130K ﹤0.01%
752
+9
5239
$130K ﹤0.01%
1,300
5240
$130K ﹤0.01%
7,216
+2
5241
$129K ﹤0.01%
10,516
-60,995
5242
$129K ﹤0.01%
9,896
-5,103
5243
$129K ﹤0.01%
8,049
+3,568
5244
$129K ﹤0.01%
6,665
-2,132
5245
$128K ﹤0.01%
19,371
-46,157
5246
$128K ﹤0.01%
4,591
-11,780
5247
$128K ﹤0.01%
14,984
-9,129
5248
$127K ﹤0.01%
13,600
+1,000
5249
$127K ﹤0.01%
4,016
-1,195
5250
$127K ﹤0.01%
26,775
-80,522
208 209
210
211 212