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
5551
$56K ﹤0.01%
4,558
-414
5552
$55K ﹤0.01%
1,434
-2,067
5553
$55K ﹤0.01%
1,677
+352
5554
$54K ﹤0.01%
2
-76
5555
$54K ﹤0.01%
+3
5556
$54K ﹤0.01%
3,144
-6,245
5557
$54K ﹤0.01%
1,887
-2,267
5558
$54K ﹤0.01%
12,012
+12
5559
$54K ﹤0.01%
1,193
+1,114
5560
$54K ﹤0.01%
2,282
-2,726
5561
$54K ﹤0.01%
6,547
-4,330
5562
$54K ﹤0.01%
177,037
+138,468
5563
$53K ﹤0.01%
2,068
+1,816
5564
$53K ﹤0.01%
4,454
+400
5565
$53K ﹤0.01%
104
-4,622
5566
$53K ﹤0.01%
1
5567
$53K ﹤0.01%
11,168
-13,750
5568
$53K ﹤0.01%
+3,835
5569
$53K ﹤0.01%
13
+12
5570
$53K ﹤0.01%
150,792
-2,400
5571
$53K ﹤0.01%
5,681
+1,948
5572
$53K ﹤0.01%
3,934
+1,015
5573
$52K ﹤0.01%
721
+2
5574
$52K ﹤0.01%
10,404
+191
5575
$52K ﹤0.01%
2,028
+297
221 222
223
224 225