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
5351
$100K ﹤0.01%
2,671
-11,293
5352
$100K ﹤0.01%
27,757
-16,539
5353
$100K ﹤0.01%
7,467
-1,926
5354
$99K ﹤0.01%
4,554
-4,828
5355
$99K ﹤0.01%
3,394
-21
5356
$98K ﹤0.01%
1,636
+1,457
5357
$98K ﹤0.01%
1,296
-3,905
5358
$98K ﹤0.01%
10,247
-3,007
5359
$98K ﹤0.01%
+9,050
5360
$97K ﹤0.01%
6,706
-20,849
5361
$97K ﹤0.01%
25,938
+13
5362
$97K ﹤0.01%
71,827
-522
5363
$97K ﹤0.01%
3,371
-22,077
5364
$97K ﹤0.01%
31,857
-7,457
5365
$96K ﹤0.01%
1,695
5366
$96K ﹤0.01%
6,554
+904
5367
$96K ﹤0.01%
18,525
-11,146
5368
$95K ﹤0.01%
38,206
-1,184
5369
$95K ﹤0.01%
9,204
+451
5370
$95K ﹤0.01%
5,751
-3,993
5371
$95K ﹤0.01%
10,153
-296
5372
$95K ﹤0.01%
4,578
+1,515
5373
$94K ﹤0.01%
11,509
-51,508
5374
$94K ﹤0.01%
1,470
-505
5375
$94K ﹤0.01%
70,825
-26,723
213 214
215
216 217