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
1076
$29.7M 0.01%
1,127,115
-32,552
1077
$29.6M 0.01%
1,423
-235
1078
$29.6M 0.01%
1,010,423
+156,528
1079
$29.6M 0.01%
787,739
+88,872
1080
$29.6M 0.01%
455,132
-59,564
1081
$29.5M 0.01%
984,069
+179,570
1082
$29.4M 0.01%
865,433
-95,854
1083
$29.4M 0.01%
1,615,223
-146,309
1084
$29.4M 0.01%
1,064,193
-125,033
1085
$29.3M 0.01%
652,467
+103,966
1086
$29.3M 0.01%
282,760
+82
1087
$29.2M 0.01%
425,134
-84,049
1088
$29.2M 0.01%
698,442
+146,974
1089
$29.2M 0.01%
1,099,937
+32,268
1090
$29.2M 0.01%
243,915
-21,426
1091
$28.9M 0.01%
582,036
+58,127
1092
$28.8M 0.01%
1,701,337
+1,638,183
1093
$28.6M 0.01%
1,933,813
-89,988
1094
$28.6M 0.01%
845,352
+251,749
1095
$28.5M 0.01%
1,441,268
+311,386
1096
$28.4M 0.01%
302,424
+101,805
1097
$28.4M 0.01%
153,506
+23,317
1098
$28.3M 0.01%
1,095,548
-1,712,751
1099
$28.3M 0.01%
2,110,367
+207,085
1100
$28.2M 0.01%
516,681
-98,724
42 43
44
45 46