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
2326
$6.23M ﹤0.01%
43,055
+12,605
2327
$6.21M ﹤0.01%
590,524
+54,309
2328
$6.2M ﹤0.01%
132,846
-82,466
2329
$6.2M ﹤0.01%
180,249
+9,893
2330
$6.19M ﹤0.01%
599,584
+212,160
2331
$6.19M ﹤0.01%
212,853
-6,489
2332
$6.18M ﹤0.01%
154,247
-12,418
2333
$6.14M ﹤0.01%
316,988
-290,593
2334
$6.14M ﹤0.01%
309,875
-100,784
2335
$6.14M ﹤0.01%
137,968
+39,609
2336
$6.12M ﹤0.01%
47,760
-361,990
2337
$6.12M ﹤0.01%
269,554
-27,424
2338
$6.11M ﹤0.01%
179,917
+99,527
2339
$6.11M ﹤0.01%
38,205
+19,955
2340
$6.11M ﹤0.01%
175,851
+85,438
2341
$6.11M ﹤0.01%
281,498
+39,508
2342
$6.1M ﹤0.01%
42,884
+6,715
2343
$6.09M ﹤0.01%
270,698
+73,042
2344
$6.09M ﹤0.01%
1,124,228
+2,088
2345
$6.09M ﹤0.01%
421,006
+185,366
2346
$6.09M ﹤0.01%
503,084
+22,898
2347
$6.07M ﹤0.01%
85,303
-24,503
2348
$6.06M ﹤0.01%
523,154
-150,159
2349
$6.06M ﹤0.01%
463,759
+2,085
2350
$6.05M ﹤0.01%
+209,357
92 93
94
95 96