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
5426
$82K ﹤0.01%
6,175
-5,867
5427
$82K ﹤0.01%
3,590
+505
5428
$82K ﹤0.01%
5,380
+2,903
5429
$82K ﹤0.01%
1,758
-767
5430
$81K ﹤0.01%
406
-78
5431
$81K ﹤0.01%
+3,056
5432
$81K ﹤0.01%
8,958
+6,916
5433
$80K ﹤0.01%
5
+3
5434
$80K ﹤0.01%
6,431
-3,548
5435
$79K ﹤0.01%
14,029
+2,766
5436
$79K ﹤0.01%
5,796
+256
5437
$79K ﹤0.01%
36,898
+4,282
5438
$78K ﹤0.01%
3,465
-17,676
5439
$78K ﹤0.01%
3,361
+210
5440
$78K ﹤0.01%
15,377
+1,239
5441
$78K ﹤0.01%
4,780
+1,200
5442
$77K ﹤0.01%
7,943
+2,943
5443
$77K ﹤0.01%
3,235
+1,586
5444
$77K ﹤0.01%
6,069
-4,105
5445
$76K ﹤0.01%
11,389
+8,084
5446
$76K ﹤0.01%
3,011
+2,311
5447
$76K ﹤0.01%
3,937
-2,320
5448
$76K ﹤0.01%
10,426
+5,152
5449
$75K ﹤0.01%
250
+200
5450
$75K ﹤0.01%
10,476
+56
216 217
218
219 220