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
2276
$6.65M ﹤0.01%
293,519
-36,177
2277
$6.65M ﹤0.01%
483,186
+43,475
2278
$6.63M ﹤0.01%
342,156
-2,836
2279
$6.63M ﹤0.01%
137,312
+45,886
2280
$6.63M ﹤0.01%
876,538
-477,088
2281
$6.61M ﹤0.01%
137,088
+31,931
2282
$6.61M ﹤0.01%
171,424
-135,829
2283
$6.6M ﹤0.01%
27,576
+16,634
2284
$6.6M ﹤0.01%
90,242
-13,664
2285
$6.6M ﹤0.01%
146,862
+17,154
2286
$6.59M ﹤0.01%
146,718
+85,398
2287
$6.59M ﹤0.01%
150,761
+18,808
2288
$6.59M ﹤0.01%
90,874
-152,801
2289
$6.58M ﹤0.01%
188,134
+40,101
2290
$6.58M ﹤0.01%
435,515
-120,744
2291
$6.57M ﹤0.01%
210,239
-10,460
2292
$6.54M ﹤0.01%
71,954
+15,378
2293
$6.54M ﹤0.01%
103,762
+35,093
2294
$6.53M ﹤0.01%
175,861
+80,507
2295
$6.52M ﹤0.01%
61,237
+27,612
2296
$6.52M ﹤0.01%
113,024
+9,911
2297
$6.51M ﹤0.01%
117,302
-27,113
2298
$6.5M ﹤0.01%
140,277
+10,949
2299
$6.5M ﹤0.01%
178,505
-2,964
2300
$6.49M ﹤0.01%
240,086
-42,203
90 91
92
93 94