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
976
$33.7M 0.01%
4,182,905
+793,319
977
$33.7M 0.01%
994,792
-116,024
978
$33.7M 0.01%
686,345
+47,983
979
$33.6M 0.01%
1,121,508
-113,800
980
$33.6M 0.01%
643,913
+222,409
981
$33.6M 0.01%
916,963
-42,627
982
$33.6M 0.01%
303,062
+724
983
$33.5M 0.01%
616,879
-32,172
984
$33.5M 0.01%
759,707
-20,452
985
$33.5M 0.01%
956,780
-28,104
986
$33.4M 0.01%
1,251,968
+100,308
987
$33.4M 0.01%
764,002
+13,313
988
$33.4M 0.01%
312,113
+44,889
989
$33.3M 0.01%
792,585
+97,723
990
$33.3M 0.01%
735,484
+42,479
991
$33.3M 0.01%
707,051
-362,550
992
$33.2M 0.01%
8,514,268
+480,214
993
$33M 0.01%
1,294,059
+488,911
994
$33M 0.01%
560,564
+39,849
995
$33M 0.01%
1,501,813
+265,330
996
$33M 0.01%
1,201,197
+493,852
997
$32.9M 0.01%
1,921,028
+1,138,156
998
$32.9M 0.01%
61,296
-86,129
999
$32.9M 0.01%
292,483
-47,205
1000
$32.9M 0.01%
605,377
-116,136
38 39
40
41 42