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
5751
$28K ﹤0.01%
3,266
-8,029
5752
$27K ﹤0.01%
2,275
+1,682
5753
$27K ﹤0.01%
680
+200
5754
$27K ﹤0.01%
1,070
-50
5755
$27K ﹤0.01%
449
-75
5756
$27K ﹤0.01%
1,798
5757
– –
0
5758
$27K ﹤0.01%
10,396
+5,895
5759
$27K ﹤0.01%
6,000
-83
5760
$27K ﹤0.01%
707
+673
5761
$27K ﹤0.01%
14,039
+9,039
5762
$26K ﹤0.01%
1,048
+3
5763
$26K ﹤0.01%
851
+151
5764
$26K ﹤0.01%
1,753
-16,988
5765
$26K ﹤0.01%
5,632
+365
5766
$26K ﹤0.01%
4,274
+360
5767
$26K ﹤0.01%
284
-180
5768
$26K ﹤0.01%
9,059
+2,731
5769
$26K ﹤0.01%
+19,000
5770
$25K ﹤0.01%
1,148
-1,044
5771
$25K ﹤0.01%
2,637
+2,043
5772
$25K ﹤0.01%
1,177
-1,083
5773
$25K ﹤0.01%
7,820
-29,476
5774
$25K ﹤0.01%
96,085
+49,541
5775
$24K ﹤0.01%
569
+54
229 230
231
232 233