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
1326
$21M 0.01%
1,259,587
+44,717
1327
$21M 0.01%
1,285,280
-2,301
1328
$21M 0.01%
193,251
-119,520
1329
$20.9M 0.01%
270,971
+89,100
1330
$20.9M 0.01%
615,838
+600,391
1331
$20.9M 0.01%
460,017
+49,387
1332
$20.9M 0.01%
2,312,604
+208,572
1333
$20.9M 0.01%
629,822
-3,137,845
1334
$20.8M 0.01%
345,122
-1,204,729
1335
$20.8M 0.01%
800,481
-50,447
1336
$20.8M 0.01%
445,090
+119,092
1337
$20.8M 0.01%
607,851
+120,352
1338
$20.8M 0.01%
475,138
+63,810
1339
$20.8M 0.01%
340,546
+202,629
1340
$20.8M 0.01%
+978,382
1341
$20.8M 0.01%
491,197
+157,418
1342
$20.7M 0.01%
345,717
+19,685
1343
$20.7M 0.01%
318,366
+135,372
1344
$20.6M 0.01%
486,943
-15,095
1345
$20.6M 0.01%
1,199,546
-41,949
1346
$20.5M 0.01%
476,994
-94
1347
$20.5M 0.01%
451,222
+29,276
1348
$20.5M 0.01%
420,359
-314,775
1349
$20.5M 0.01%
315,269
+73,672
1350
$20.5M 0.01%
256,786
-419,112
52 53
54
55 56