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
1176
$25.6M 0.01%
1,020,579
+4,747
1177
$25.6M 0.01%
1,087,215
-324,032
1178
$25.6M 0.01%
419,014
+74,683
1179
$25.5M 0.01%
451,677
-432,408
1180
$25.5M 0.01%
865,031
-62,311
1181
$25.4M 0.01%
2,926,659
-36,318
1182
$25.4M 0.01%
1,131,055
-2,548,357
1183
$25.3M 0.01%
741,367
+3,160
1184
$25.3M 0.01%
275,582
-129,514
1185
$25.3M 0.01%
980,171
+480,795
1186
$25.3M 0.01%
245,127
+32,109
1187
$25.2M 0.01%
2,333,475
+156,759
1188
$25.2M 0.01%
1,734,429
+68,383
1189
$25.1M 0.01%
324,382
+123,652
1190
$25.1M 0.01%
495,921
-47,781
1191
$25.1M 0.01%
954,043
-682,716
1192
$25.1M 0.01%
330,248
+106,266
1193
$25.1M 0.01%
219,789
+119,423
1194
$25M 0.01%
724,792
-180,662
1195
$25M 0.01%
3,150,353
+206
1196
$24.9M 0.01%
2,637,885
+183,821
1197
$24.9M 0.01%
703,416
-25,631
1198
$24.9M 0.01%
470,255
-112,086
1199
$24.9M 0.01%
2,586,092
+96,766
1200
$24.8M 0.01%
166,773
+73,460
46 47
48
49 50