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
2151
$7.59M ﹤0.01%
240,529
+5,113
2152
$7.58M ﹤0.01%
274,738
-81,811
2153
$7.58M ﹤0.01%
386,576
+14,004
2154
$7.58M ﹤0.01%
481,002
-172,830
2155
$7.58M ﹤0.01%
381,350
-14,844
2156
$7.58M ﹤0.01%
652,491
+115,756
2157
$7.57M ﹤0.01%
74,856
-21,637
2158
$7.57M ﹤0.01%
299,052
+148,194
2159
$7.57M ﹤0.01%
596,367
-5,180
2160
$7.56M ﹤0.01%
283,045
-159,333
2161
$7.56M ﹤0.01%
216,211
+42,739
2162
$7.54M ﹤0.01%
572,151
+6,080
2163
$7.54M ﹤0.01%
462,859
+133,629
2164
$7.53M ﹤0.01%
171,985
-110,666
2165
$7.51M ﹤0.01%
199,237
-108,744
2166
$7.51M ﹤0.01%
452,307
-16,117
2167
$7.51M ﹤0.01%
4,788
+355
2168
$7.5M ﹤0.01%
252,045
+61,215
2169
$7.49M ﹤0.01%
219,912
-31,986
2170
$7.49M ﹤0.01%
201,504
-77,415
2171
$7.49M ﹤0.01%
763,866
-29,979
2172
$7.49M ﹤0.01%
427,508
+21,525
2173
$7.48M ﹤0.01%
655,063
-78,205
2174
$7.47M ﹤0.01%
71,907
+12,608
2175
$7.47M ﹤0.01%
679,363
+82,603
85 86
87
88 89