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
5601
$49K ﹤0.01%
10,027
+7,527
5602
$49K ﹤0.01%
5,606
-120,681
5603
$49K ﹤0.01%
1,013
-471
5604
$49K ﹤0.01%
6,238
-7,367
5605
$48K ﹤0.01%
6,100
+5,458
5606
$48K ﹤0.01%
35
-289
5607
$48K ﹤0.01%
3,421
-425
5608
$48K ﹤0.01%
3,247
-357
5609
$48K ﹤0.01%
+600
5610
$47K ﹤0.01%
5,842
+558
5611
$47K ﹤0.01%
11,840
-103,549
5612
$47K ﹤0.01%
8,712
-4,588
5613
$47K ﹤0.01%
3,892
+587
5614
$47K ﹤0.01%
5,392
-458
5615
$47K ﹤0.01%
+7,276
5616
$47K ﹤0.01%
15,459
+3,680
5617
$47K ﹤0.01%
4,352
-779
5618
$47K ﹤0.01%
+4,606
5619
$47K ﹤0.01%
1,262
+182
5620
$47K ﹤0.01%
4,000
-1,000
5621
$46K ﹤0.01%
6,724
-2,573
5622
$46K ﹤0.01%
2,488
-7
5623
$46K ﹤0.01%
6,813
+6,049
5624
$46K ﹤0.01%
3,237
+746
5625
$45K ﹤0.01%
+15,100
223 224
225
226 227