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
2101
$8.1M ﹤0.01%
266,055
+211,676
2102
$8.1M ﹤0.01%
171,973
+73,050
2103
$8.08M ﹤0.01%
540,761
+9,498
2104
$8.06M ﹤0.01%
38,043
-6,108
2105
$8.06M ﹤0.01%
551,637
+307,104
2106
$8.03M ﹤0.01%
1,363,933
+78,360
2107
$8.03M ﹤0.01%
284,656
-49,744
2108
$8.02M ﹤0.01%
158,561
-109,634
2109
$8.02M ﹤0.01%
243,626
-178,066
2110
$8.01M ﹤0.01%
190,938
+36,812
2111
$8.01M ﹤0.01%
135,753
+14,923
2112
$7.99M ﹤0.01%
350,963
-10,547
2113
$7.99M ﹤0.01%
208,597
+201,182
2114
$7.97M ﹤0.01%
43,820
-7,423
2115
$7.96M ﹤0.01%
227,024
+7,890
2116
$7.96M ﹤0.01%
110,634
-26,467
2117
$7.95M ﹤0.01%
1,535,328
-621,662
2118
$7.95M ﹤0.01%
545,508
+66,214
2119
$7.92M ﹤0.01%
559,483
-48,179
2120
$7.91M ﹤0.01%
466,280
+17,806
2121
$7.89M ﹤0.01%
170,352
+83,436
2122
$7.89M ﹤0.01%
201,501
+5,302
2123
$7.88M ﹤0.01%
171,619
-58,114
2124
$7.88M ﹤0.01%
201,806
-68,056
2125
$7.88M ﹤0.01%
13,137
+8,523
83 84
85
86 87