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
2176
$7.42M ﹤0.01%
1,079,116
+564,679
2177
$7.42M ﹤0.01%
141,449
-35,269
2178
$7.41M ﹤0.01%
354,561
+23,573
2179
$7.41M ﹤0.01%
286,675
+134,906
2180
$7.38M ﹤0.01%
452,142
+136,530
2181
$7.36M ﹤0.01%
139,108
+63,726
2182
$7.34M ﹤0.01%
190,249
+2,154
2183
$7.34M ﹤0.01%
104,871
+76,553
2184
$7.33M ﹤0.01%
357,005
-229,290
2185
$7.33M ﹤0.01%
488,472
-4,300
2186
$7.31M ﹤0.01%
162,200
-37,808
2187
$7.28M ﹤0.01%
342,528
+164,086
2188
$7.26M ﹤0.01%
156,367
+130,047
2189
$7.26M ﹤0.01%
91,059
-58,681
2190
$7.25M ﹤0.01%
442,083
+222,159
2191
$7.24M ﹤0.01%
829,531
+31,096
2192
$7.23M ﹤0.01%
716,997
+349,708
2193
$7.23M ﹤0.01%
388,557
+54,969
2194
$7.23M ﹤0.01%
346,260
+95,641
2195
$7.23M ﹤0.01%
135,182
-17,481
2196
$7.21M ﹤0.01%
183,242
+20,427
2197
$7.21M ﹤0.01%
332,522
+55,088
2198
$7.21M ﹤0.01%
192,929
-1,271,776
2199
$7.2M ﹤0.01%
294,403
-85,659
2200
$7.2M ﹤0.01%
138,076
+31,032
86 87
88
89 90