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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
6251
$1K ﹤0.01%
+40
6252
$1K ﹤0.01%
+129
6253
$1K ﹤0.01%
54
+4
6254
$1K ﹤0.01%
115
-85
6255
$1K ﹤0.01%
36
+4
6256
$1K ﹤0.01%
80
6257
$1K ﹤0.01%
+600
6258
$1K ﹤0.01%
870
+70
6259
$1K ﹤0.01%
1,380
6260
$1K ﹤0.01%
125
6261
– –
-1,491
6262
– –
-1,000
6263
– –
-459,275
6264
– –
-4,356
6265
– –
-9,781
6266
– –
-54,261
6267
– –
-115,234
6268
– –
-1,351,326
6269
– –
-100
6270
– –
-120,285
6271
– –
-1,415
6272
– –
-165,751
6273
– –
-13,997,445
6274
– –
-86,257
6275
– –
-53,486
249 250
251
252 253