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
451
$108M 0.05%
2,954,638
+2,070,450
452
$107M 0.04%
3,118,166
+1,098,780
453
$107M 0.04%
1,290,518
+126,713
454
$107M 0.04%
1,506,518
+70,160
455
$107M 0.04%
1,506,648
-160,037
456
$106M 0.04%
927,913
-109,258
457
$106M 0.04%
7,915,652
+6,918,961
458
$106M 0.04%
2,024,490
+329,614
459
$106M 0.04%
3,603,207
-187,497
460
$106M 0.04%
958,383
+15,977
461
$105M 0.04%
2,234,296
+28,510
462
$104M 0.04%
3,900,908
+1,280,656
463
$104M 0.04%
1,387,189
+340,709
464
$104M 0.04%
1,030,382
-64,199
465
$104M 0.04%
6,795,722
+468,393
466
$104M 0.04%
2,256,197
+272,680
467
$103M 0.04%
3,794,270
+529,582
468
$102M 0.04%
3,492,670
+429,741
469
$102M 0.04%
516,191
+134,285
470
$101M 0.04%
1,922,442
+237,660
471
$101M 0.04%
5,263,587
-1,714,196
472
$100M 0.04%
888,827
+31,939
473
$100M 0.04%
1,786,721
+314,448
474
$100M 0.04%
9,706,044
-298,440
475
$100M 0.04%
3,193,030
-1,008,466
17 18
19
20 21