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
1276
$22.7M 0.01%
498,016
+87,237
1277
$22.6M 0.01%
383,533
+112,112
1278
$22.6M 0.01%
1,051,258
+157,810
1279
$22.5M 0.01%
436,062
+127,990
1280
$22.4M 0.01%
405,918
-129,507
1281
$22.4M 0.01%
396,855
+23,155
1282
$22.3M 0.01%
599,720
-278,391
1283
$22.3M 0.01%
2,012,944
-367,896
1284
$22.2M 0.01%
228,028
-66,915
1285
$22.2M 0.01%
1,097,333
+93,249
1286
$22.2M 0.01%
740,400
+220,423
1287
$22.1M 0.01%
1,510,033
+123,743
1288
$22.1M 0.01%
511,765
+276,021
1289
$22M 0.01%
805,370
-23,356
1290
$22M 0.01%
229,806
-230,628
1291
$22M 0.01%
531,745
-37,035
1292
$22M 0.01%
1,144,603
-1,379,817
1293
$21.9M 0.01%
884,530
+68,893
1294
$21.9M 0.01%
3,563,496
+1,344,791
1295
$21.9M 0.01%
1,775,211
+772,269
1296
$21.8M 0.01%
773,272
+521,503
1297
$21.7M 0.01%
841,799
+192,300
1298
$21.7M 0.01%
214,032
+150,673
1299
$21.7M 0.01%
1,022,382
+735,123
1300
$21.6M 0.01%
720,357
-1,786,436
50 51
52
53 54