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
1226
$24.1M 0.01%
417,354
+165,615
1227
$24.1M 0.01%
680,171
+323,764
1228
$24M 0.01%
352,354
-26,875
1229
$24M 0.01%
97,958
+2,067
1230
$24M 0.01%
707,295
-45,661
1231
$24M 0.01%
1,816,405
+265,510
1232
$23.9M 0.01%
650,495
+448,302
1233
$23.9M 0.01%
557,928
+19,006
1234
$23.9M 0.01%
37,213
+18,713
1235
$23.9M 0.01%
397,168
-411,851
1236
$23.9M 0.01%
797,428
+211,589
1237
$23.9M 0.01%
724,765
+554,698
1238
$23.8M 0.01%
178,347
+126,264
1239
$23.7M 0.01%
570,768
+61,932
1240
$23.6M 0.01%
1,247,252
-1,395,920
1241
$23.6M 0.01%
1,113,626
-1,457,816
1242
$23.6M 0.01%
933,196
+549,687
1243
$23.6M 0.01%
358,935
-178,137
1244
$23.6M 0.01%
279,530
+115,002
1245
$23.6M 0.01%
1,925,531
+114,015
1246
$23.5M 0.01%
354,217
+108,073
1247
$23.5M 0.01%
337,928
+111,924
1248
$23.5M 0.01%
794,932
+13,561
1249
$23.5M 0.01%
65,020
+33,767
1250
$23.5M 0.01%
1,904,000
-203,300
48 49
50
51 52