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
2251
$6.83M ﹤0.01%
183,362
-1,248,564
2252
$6.83M ﹤0.01%
268,419
-185,720
2253
$6.83M ﹤0.01%
54,132
+12,270
2254
$6.82M ﹤0.01%
791,033
-774,641
2255
$6.82M ﹤0.01%
253,569
+237,546
2256
$6.81M ﹤0.01%
1,086,134
-321,158
2257
$6.81M ﹤0.01%
222,924
-117,950
2258
$6.81M ﹤0.01%
310,128
-17,077
2259
$6.81M ﹤0.01%
150,048
+49,225
2260
$6.78M ﹤0.01%
150,451
-29,208
2261
$6.77M ﹤0.01%
141,854
-19,376
2262
$6.77M ﹤0.01%
108,530
+17,181
2263
$6.77M ﹤0.01%
209,725
+48,609
2264
$6.76M ﹤0.01%
158,704
+58,857
2265
$6.75M ﹤0.01%
469,806
-3,266
2266
$6.74M ﹤0.01%
192,505
+127,658
2267
$6.73M ﹤0.01%
375,810
+27,849
2268
$6.72M ﹤0.01%
489,517
+221,156
2269
$6.71M ﹤0.01%
371,525
-43,838
2270
$6.7M ﹤0.01%
125,536
+49,237
2271
$6.7M ﹤0.01%
179,204
+79,402
2272
$6.68M ﹤0.01%
731,443
-21,358
2273
$6.68M ﹤0.01%
129,457
+35,783
2274
$6.67M ﹤0.01%
323,252
+316,657
2275
$6.65M ﹤0.01%
137,933
+7,046
89 90
91
92 93