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
5726
$31K ﹤0.01%
3,553
+646
5727
$31K ﹤0.01%
28
-2,253
5728
$31K ﹤0.01%
895
-240
5729
– –
0
5730
$30K ﹤0.01%
1,150
-52,780
5731
$30K ﹤0.01%
715
5732
$30K ﹤0.01%
1,700
-200
5733
$30K ﹤0.01%
2,855
-1,232
5734
$30K ﹤0.01%
3,500
-100
5735
$29K ﹤0.01%
2,042
-28,858
5736
$29K ﹤0.01%
5,900
-7,000
5737
$29K ﹤0.01%
1,603
+484
5738
$29K ﹤0.01%
3,415
+15
5739
$29K ﹤0.01%
11,592
-1,091
5740
$29K ﹤0.01%
5,171
+480
5741
$29K ﹤0.01%
4,334
+813
5742
$29K ﹤0.01%
1,228
+831
5743
$28K ﹤0.01%
3,026
+13
5744
$28K ﹤0.01%
1,950
+885
5745
$28K ﹤0.01%
1,087
5746
$28K ﹤0.01%
94
+68
5747
$28K ﹤0.01%
1,987
-293
5748
$28K ﹤0.01%
8,100
-32,761
5749
$28K ﹤0.01%
2,442
-2,217
5750
$28K ﹤0.01%
7,741
+797
228 229
230
231 232