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
1151
$26.5M 0.01%
2,383,440
+320,917
1152
$26.5M 0.01%
507,071
+149,892
1153
$26.5M 0.01%
1,487,840
-6,949
1154
$26.4M 0.01%
377,503
+58,003
1155
$26.4M 0.01%
657,169
+334,894
1156
$26.4M 0.01%
565,936
-79,537
1157
$26.4M 0.01%
3,261,525
-493,115
1158
$26.3M 0.01%
745,485
-493,093
1159
$26.3M 0.01%
369,118
+39,016
1160
$26.2M 0.01%
444,202
-79,457
1161
$26.2M 0.01%
352,085
+50,718
1162
$26.1M 0.01%
560,722
-138,902
1163
$26.1M 0.01%
501,767
+9,605
1164
$26M 0.01%
130,142
+30,813
1165
$26M 0.01%
859,270
+73,508
1166
$26M 0.01%
501,417
+85,737
1167
$26M 0.01%
1,989,537
-167,760
1168
$26M 0.01%
960,295
+41,102
1169
$25.9M 0.01%
326,464
+125,880
1170
$25.9M 0.01%
1,038,540
+231,189
1171
$25.8M 0.01%
876,495
-111,662
1172
$25.7M 0.01%
2,267,734
-383,696
1173
$25.7M 0.01%
334,025
+77,977
1174
$25.7M 0.01%
808,399
-78,845
1175
$25.7M 0.01%
809,463
-448,620
45 46
47
48 49