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
1251
$23.3M 0.01%
195,925
-14,577
1252
$23.3M 0.01%
703,796
-91,600
1253
$23.3M 0.01%
1,127,491
+313,004
1254
$23.3M 0.01%
5,286,305
-724,820
1255
$23.3M 0.01%
220,542
+80,788
1256
$23.3M 0.01%
559,140
-160,672
1257
$23.3M 0.01%
1,807,711
+117,479
1258
$23.2M 0.01%
889,685
-345,978
1259
$23.1M 0.01%
257,918
+220,327
1260
$23.1M 0.01%
350,006
-433,622
1261
$23.1M 0.01%
1,884,972
-9,706
1262
$23.1M 0.01%
216,648
-16,710
1263
$23.1M 0.01%
819,441
+91,497
1264
$23.1M 0.01%
340,167
-329,990
1265
$23.1M 0.01%
1,358,733
-971,132
1266
$23.1M 0.01%
1,804,942
-222,071
1267
$23M 0.01%
604,196
-107,777
1268
$23M 0.01%
2,417,178
+257,634
1269
$22.9M 0.01%
90,816
-93,523
1270
$22.9M 0.01%
686,784
-157,942
1271
$22.8M 0.01%
+924,988
1272
$22.8M 0.01%
993,840
+6,213
1273
$22.8M 0.01%
267,522
+42,327
1274
$22.8M 0.01%
793,034
+160,187
1275
$22.7M 0.01%
1,538,214
-156,422
49 50
51
52 53