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
1026
$31.6M 0.01%
721,973
+428,188
1027
$31.5M 0.01%
1,057,441
+303,941
1028
$31.5M 0.01%
541,218
-541
1029
$31.4M 0.01%
293,122
-48,943
1030
$31.4M 0.01%
2,172,345
+210,336
1031
$31.3M 0.01%
1,211,745
-720,100
1032
$31.3M 0.01%
637,714
-83,440
1033
$31.3M 0.01%
1,080,325
-1,222,567
1034
$31.2M 0.01%
1,028,769
+67,085
1035
$31.2M 0.01%
372,860
-29,231
1036
$31.2M 0.01%
1,063,249
+744,125
1037
$31.2M 0.01%
2,923,815
+292,233
1038
$31.2M 0.01%
651,393
-33,359
1039
$31.2M 0.01%
219,213
-20,938
1040
$31.1M 0.01%
289,674
+8,602
1041
$31.1M 0.01%
309,205
-1,207
1042
$31.1M 0.01%
847,315
+113,242
1043
$31M 0.01%
913,085
-28,640
1044
$31M 0.01%
405,981
+51,457
1045
$31M 0.01%
703,488
-275,217
1046
$30.9M 0.01%
581,912
-46,700
1047
$30.9M 0.01%
3,317,962
+1,071,750
1048
$30.9M 0.01%
285,825
-76,334
1049
$30.9M 0.01%
696,269
-50,477
1050
$30.8M 0.01%
2,746,885
-527,237
40 41
42
43 44