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
1201
$24.8M 0.01%
3,378,299
-1,348,927
1202
$24.7M 0.01%
662,379
+195,781
1203
$24.7M 0.01%
2,447,637
+97,350
1204
$24.7M 0.01%
446,747
+125,514
1205
$24.7M 0.01%
1,436,793
+137,317
1206
$24.6M 0.01%
932,385
+441,644
1207
$24.6M 0.01%
445,371
+20,207
1208
$24.5M 0.01%
673,837
+273,338
1209
$24.5M 0.01%
634,053
+552,197
1210
$24.4M 0.01%
594,917
-68,958
1211
$24.4M 0.01%
1,102,816
+37,532
1212
$24.3M 0.01%
1,381,163
-68,119
1213
$24.3M 0.01%
4,781,791
-752,123
1214
$24.3M 0.01%
702,246
-59,819
1215
$24.3M 0.01%
1,424,918
-30,138
1216
$24.3M 0.01%
297,372
-288,473
1217
$24.3M 0.01%
1,347,499
-32,579
1218
$24.2M 0.01%
262,410
+82,332
1219
$24.2M 0.01%
8,205,874
+173,164
1220
$24.2M 0.01%
1,946,040
+125,966
1221
$24.1M 0.01%
643,652
-435,169
1222
$24.1M 0.01%
+763,980
1223
$24.1M 0.01%
1,409,655
-571,084
1224
$24.1M 0.01%
331,105
-22,018
1225
$24.1M 0.01%
491,052
+5,258
47 48
49
50 51