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
501
$93.4M 0.04%
873,167
+34,511
502
$93.3M 0.04%
1,883,416
-729,374
503
$92.8M 0.04%
1,118,855
-378,525
504
$92.7M 0.04%
2,202,603
-61,048
505
$92.6M 0.04%
2,169,959
+397,037
506
$91.9M 0.04%
1,392,072
-223,124
507
$91.5M 0.04%
1,731,842
-1,002,438
508
$91.4M 0.04%
6,591,618
+73,549
509
$91.1M 0.04%
2,605,311
-69,604
510
$90.4M 0.04%
2,905,773
+2,329,591
511
$89.2M 0.04%
4,454,649
-15,929,346
512
$89M 0.04%
2,051,822
-102,045
513
$88.6M 0.04%
3,649,991
+593,923
514
$88.5M 0.04%
1,138,576
+182,585
515
$88.3M 0.04%
2,092,979
+1,068,486
516
$88.1M 0.04%
884,801
-99,411
517
$87.8M 0.04%
3,755,476
-19,850
518
$87.5M 0.04%
1,855,929
-136,607
519
$87.4M 0.04%
935,987
-69,275
520
$87.3M 0.04%
823,119
-1,059
521
$87.2M 0.04%
4,288,822
-402,722
522
$86.8M 0.04%
1,717,467
-299,883
523
$86.6M 0.04%
1,065,903
-361,642
524
$85.9M 0.04%
1,973,688
+464,043
525
$85.5M 0.04%
1,493,145
+200,004
19 20
21
22 23