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
5476
$70K ﹤0.01%
2,765
+740
5477
$70K ﹤0.01%
1,923
-597
5478
$70K ﹤0.01%
9,248
+2,069
5479
$69K ﹤0.01%
4,368
-1,480
5480
$69K ﹤0.01%
57,450
+8,925
5481
$69K ﹤0.01%
20,398
-5,625
5482
$69K ﹤0.01%
240
-170
5483
$69K ﹤0.01%
25,411
-2,475
5484
$69K ﹤0.01%
3,601
+617
5485
$69K ﹤0.01%
1,894
-1,215
5486
$68K ﹤0.01%
3,087
-2,109
5487
$68K ﹤0.01%
+3,780
5488
$68K ﹤0.01%
3,152
-2,526
5489
$68K ﹤0.01%
16,014
+14
5490
$68K ﹤0.01%
7,851
5491
$68K ﹤0.01%
+6,055
5492
$68K ﹤0.01%
5,652
-3,530
5493
$67K ﹤0.01%
13,610
+10
5494
$67K ﹤0.01%
10,024
-9,436
5495
– –
0
5496
$67K ﹤0.01%
3,417
5497
$67K ﹤0.01%
17,266
+14,969
5498
$66K ﹤0.01%
34,472
-57,828
5499
$66K ﹤0.01%
24,007
+12
5500
$66K ﹤0.01%
14,492
+14,392
218 219
220
221 222