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
1301
$21.6M 0.01%
259,278
-20,263
1302
$21.6M 0.01%
520,121
+131,334
1303
$21.5M 0.01%
1,893,433
+794,055
1304
$21.5M 0.01%
1,212,521
+125,073
1305
$21.5M 0.01%
857,386
-295,652
1306
$21.5M 0.01%
3,699,026
-24,262
1307
$21.4M 0.01%
1,173,211
+197,968
1308
$21.4M 0.01%
562,798
-167,500
1309
$21.4M 0.01%
1,560,890
-46,749
1310
$21.4M 0.01%
2,522,842
+293,800
1311
$21.4M 0.01%
479,138
-243,407
1312
$21.4M 0.01%
1,052,294
+96,790
1313
$21.3M 0.01%
+593,976
1314
$21.3M 0.01%
205,937
+114,470
1315
$21.3M 0.01%
313,297
-196,638
1316
$21.3M 0.01%
846,100
1317
$21.3M 0.01%
779,087
-17,496
1318
$21.2M 0.01%
880,989
+109,176
1319
$21.2M 0.01%
986,612
+486,737
1320
$21.2M 0.01%
36,014
+2,532
1321
$21.2M 0.01%
327,574
+89,932
1322
$21.1M 0.01%
1,364,889
+655,828
1323
$21.1M 0.01%
634,208
-20,822
1324
$21.1M 0.01%
451,115
-177,460
1325
$21M 0.01%
412,607
-132,465
51 52
53
54 55