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
5276
$121K ﹤0.01%
15,837
-80,832
5277
$121K ﹤0.01%
27,984
-18,363
5278
$121K ﹤0.01%
12,852
-103
5279
$120K ﹤0.01%
5,314
+8
5280
$120K ﹤0.01%
6,753
-36,912
5281
$120K ﹤0.01%
3,955
-550
5282
$120K ﹤0.01%
9,441
+8,192
5283
$118K ﹤0.01%
473
-6,979
5284
$118K ﹤0.01%
9,088
-1,610
5285
$117K ﹤0.01%
8,535
+2,496
5286
$117K ﹤0.01%
4,809
-8,357
5287
$117K ﹤0.01%
56,934
+13,871
5288
$117K ﹤0.01%
13,250
-76,770
5289
$117K ﹤0.01%
3,976
-1,035
5290
$116K ﹤0.01%
11,808
-5,657
5291
$116K ﹤0.01%
12,574
-1,553
5292
$115K ﹤0.01%
+5,170
5293
$115K ﹤0.01%
31,648
-72,512
5294
$115K ﹤0.01%
6,818
-374
5295
$115K ﹤0.01%
30,354
+25,228
5296
$114K ﹤0.01%
7,972
-4,644
5297
$114K ﹤0.01%
7,392
+1,483
5298
$114K ﹤0.01%
13,420
-88,220
5299
$114K ﹤0.01%
2,425
+1,023
5300
$114K ﹤0.01%
10,483
-193
210 211
212
213 214