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
1126
$27.3M 0.01%
621,406
+19,267
1127
$27.3M 0.01%
878,797
+22,783
1128
$27.3M 0.01%
600,774
+323,469
1129
$27.3M 0.01%
899,207
+54,080
1130
$27.2M 0.01%
737,699
+220,645
1131
$27.2M 0.01%
3,031,119
+1,057,368
1132
$27.2M 0.01%
1,423,200
-1,477,304
1133
$27.2M 0.01%
82,449
+81,351
1134
$27.1M 0.01%
124,762
+21,735
1135
$27.1M 0.01%
1,499,618
+130,858
1136
$27.1M 0.01%
809,794
-164,364
1137
$27.1M 0.01%
409,000
+265,968
1138
$27M 0.01%
264,307
+162,940
1139
$27M 0.01%
439,419
+70,694
1140
$26.9M 0.01%
3,210,142
+278,678
1141
$26.9M 0.01%
1,170,174
+132,476
1142
$26.9M 0.01%
1,640,426
+400,932
1143
$26.9M 0.01%
395,225
-19,238
1144
$26.8M 0.01%
745,853
+425,693
1145
$26.8M 0.01%
1,389,148
+230,828
1146
$26.7M 0.01%
1,344,919
-548,238
1147
$26.7M 0.01%
412,792
-200,325
1148
$26.7M 0.01%
382,614
-4,822,305
1149
$26.6M 0.01%
996,728
-649,063
1150
$26.5M 0.01%
223,686
+37,019
44 45
46
47 48