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
5251
$127K ﹤0.01%
11,170
-11,684
5252
$127K ﹤0.01%
95,409
+7,967
5253
$126K ﹤0.01%
7,955
-1,856
5254
$126K ﹤0.01%
6,605
-229
5255
$126K ﹤0.01%
26,339
-495
5256
$126K ﹤0.01%
11,014
+6,014
5257
$125K ﹤0.01%
58
+52
5258
$125K ﹤0.01%
22,137
+17,343
5259
$125K ﹤0.01%
2,760
+8
5260
$124K ﹤0.01%
3,176
-1,303
5261
$124K ﹤0.01%
19,421
+2,088
5262
$124K ﹤0.01%
4,345
+146
5263
$124K ﹤0.01%
4,042
-144,689
5264
$123K ﹤0.01%
4,502
-1,303
5265
$123K ﹤0.01%
11,396
-8,250
5266
$123K ﹤0.01%
3,876
-930
5267
$123K ﹤0.01%
13,701
-9,992
5268
$123K ﹤0.01%
26,936
+8,481
5269
$123K ﹤0.01%
10,004
-2,626
5270
$123K ﹤0.01%
17,206
-5,982
5271
$122K ﹤0.01%
5,966
+66
5272
$121K ﹤0.01%
338
-423
5273
$121K ﹤0.01%
544
+439
5274
$121K ﹤0.01%
3,388
-12,936
5275
$121K ﹤0.01%
3,534
+165
209 210
211
212 213