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
5326
$107K ﹤0.01%
13,373
+7,689
5327
$107K ﹤0.01%
9,934
-20,292
5328
$106K ﹤0.01%
5,830
+1,330
5329
$106K ﹤0.01%
1,223
-1,004
5330
$106K ﹤0.01%
334
+59
5331
$106K ﹤0.01%
5,362
+4,901
5332
$106K ﹤0.01%
13,713
-13,875
5333
$105K ﹤0.01%
13,842
-105
5334
$105K ﹤0.01%
4,964
-17,374
5335
$105K ﹤0.01%
5,505
+5
5336
$105K ﹤0.01%
7,265
-38,833
5337
$105K ﹤0.01%
+13,274
5338
$104K ﹤0.01%
3,848
+760
5339
$104K ﹤0.01%
7,206
+794
5340
$104K ﹤0.01%
87,551
-67,889
5341
$103K ﹤0.01%
130,442
-1,186
5342
$102K ﹤0.01%
7,265
-945
5343
$102K ﹤0.01%
1,909
+1,676
5344
$101K ﹤0.01%
3,562
+1,886
5345
$101K ﹤0.01%
32,934
+133
5346
$100K ﹤0.01%
3,690
+594
5347
$100K ﹤0.01%
8,537
+1,661
5348
$100K ﹤0.01%
2,150
-104,201
5349
$100K ﹤0.01%
643
+596
5350
$100K ﹤0.01%
7,512
+7,305
212 213
214
215 216