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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5801
$23K ﹤0.01%
3,383
-570
5802
$23K ﹤0.01%
2,616
-2,531
5803
$22K ﹤0.01%
13,066
-1,104
5804
$22K ﹤0.01%
3,487
-388
5805
$22K ﹤0.01%
1,830
-2,913
5806
$22K ﹤0.01%
+800
5807
$22K ﹤0.01%
11,164
-60
5808
$22K ﹤0.01%
2,516
-1,984
5809
$22K ﹤0.01%
4,345
-11,402
5810
$22K ﹤0.01%
6,772
+1,229
5811
$22K ﹤0.01%
17,933
+21
5812
$21K ﹤0.01%
133
+25
5813
$21K ﹤0.01%
854
5814
$21K ﹤0.01%
247
-247
5815
$21K ﹤0.01%
23,800
5816
$21K ﹤0.01%
900
5817
$21K ﹤0.01%
1,550
+1,050
5818
$21K ﹤0.01%
+873
5819
$21K ﹤0.01%
2,841
-483
5820
$21K ﹤0.01%
991
-225
5821
$21K ﹤0.01%
6,779
+5,179
5822
$21K ﹤0.01%
+16
5823
$20K ﹤0.01%
3,065
+12
5824
$20K ﹤0.01%
1,737
-835
5825
$20K ﹤0.01%
2,626
+2,439
231 232
233
234 235