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
5401
$88K ﹤0.01%
19,538
+7,038
5402
$88K ﹤0.01%
28,692
+16,543
5403
$87K ﹤0.01%
31
+10
5404
$87K ﹤0.01%
28,501
+407
5405
$87K ﹤0.01%
35,421
-1,687
5406
$87K ﹤0.01%
6,199
-10,712
5407
$86K ﹤0.01%
7,763
+800
5408
$86K ﹤0.01%
4,995
-1,285
5409
$86K ﹤0.01%
15,614
+7,427
5410
$85K ﹤0.01%
614
-2,052
5411
$85K ﹤0.01%
7,937
+678
5412
$85K ﹤0.01%
20,771
-89,210
5413
$84K ﹤0.01%
11,072
+2,828
5414
$84K ﹤0.01%
5,385
-2,436
5415
$84K ﹤0.01%
+6,034
5416
$84K ﹤0.01%
1,656
+3
5417
$84K ﹤0.01%
10,601
-397
5418
$84K ﹤0.01%
12
-1,139
5419
$84K ﹤0.01%
4,928
-3,871
5420
$84K ﹤0.01%
5,398
+606
5421
$83K ﹤0.01%
11,222
-7,853
5422
$83K ﹤0.01%
15,795
-287
5423
$83K ﹤0.01%
11,978
+10,508
5424
$83K ﹤0.01%
10,342
+2,989
5425
$83K ﹤0.01%
58,580
+26,153
215 216
217
218 219