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
2401
$5.82M ﹤0.01%
122,274
-11,135
2402
$5.82M ﹤0.01%
100,875
+97,875
2403
$5.82M ﹤0.01%
456,159
-30,989
2404
$5.81M ﹤0.01%
1,173
-212
2405
$5.8M ﹤0.01%
197,114
-24,026
2406
$5.8M ﹤0.01%
249,759
-9,989
2407
$5.79M ﹤0.01%
111,780
-31,817
2408
$5.77M ﹤0.01%
166,393
+159,872
2409
$5.77M ﹤0.01%
644,092
+302,326
2410
$5.77M ﹤0.01%
6,633
+4,005
2411
$5.76M ﹤0.01%
213,526
+7,537
2412
$5.76M ﹤0.01%
394,300
-6,611
2413
$5.75M ﹤0.01%
137,225
+134,864
2414
$5.75M ﹤0.01%
92,393
+80,338
2415
$5.75M ﹤0.01%
274,992
-80,735
2416
$5.74M ﹤0.01%
2,127,356
+1,505,622
2417
$5.74M ﹤0.01%
212,785
+92,757
2418
$5.73M ﹤0.01%
138,481
+35,069
2419
$5.72M ﹤0.01%
274,953
+133,527
2420
$5.72M ﹤0.01%
728,638
+32,935
2421
$5.72M ﹤0.01%
97,491
+26,164
2422
$5.69M ﹤0.01%
90,930
+90,276
2423
$5.68M ﹤0.01%
128,986
-6,202
2424
$5.68M ﹤0.01%
114,442
+43,816
2425
$5.68M ﹤0.01%
152,360
-50,428
95 96
97
98 99