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
726
$52.3M 0.02%
6,006,928
+1,113,730
727
$52.2M 0.02%
1,828,702
+331,094
728
$51.7M 0.02%
3,474,671
-21,274
729
$51.6M 0.02%
2,996,039
-519,327
730
$51.3M 0.02%
367,401
-18,287
731
$51.3M 0.02%
1,539,244
+106,460
732
$51.3M 0.02%
784,329
+556,265
733
$51.3M 0.02%
2,076,855
+147,896
734
$51.2M 0.02%
2,236,982
+822,084
735
$51.2M 0.02%
1,245,479
-35,495
736
$51.1M 0.02%
1,049,498
+241,472
737
$51M 0.02%
3,241,517
+322,401
738
$50.7M 0.02%
240,279
+38,144
739
$50.2M 0.02%
2,266,273
+501,903
740
$50.2M 0.02%
1,100,033
+534,243
741
$50.1M 0.02%
4,411,650
+768,450
742
$49.8M 0.02%
647,355
-22,879
743
$49.8M 0.02%
2,298,854
+1,104,806
744
$49.8M 0.02%
1,559,488
+427,208
745
$49.7M 0.02%
1,342,602
-728,494
746
$49.6M 0.02%
739,186
-2,379
747
$49.5M 0.02%
1,108,871
+343,702
748
$49.4M 0.02%
1,815,513
+826,677
749
$49.4M 0.02%
2,765,063
-127,074
750
$49.2M 0.02%
628,231
+352,632
28 29
30
31 32