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
1351
$20.4M 0.01%
190,086
+31,870
1352
$20.4M 0.01%
344,274
+79,561
1353
$20.4M 0.01%
164,051
-264,414
1354
$20.4M 0.01%
238,135
-15,005
1355
$20.4M 0.01%
843,181
-16,828
1356
$20.3M 0.01%
275,527
+7,290
1357
$20.3M 0.01%
564,804
+338,463
1358
$20.3M 0.01%
2,142,924
+175,474
1359
$20.2M 0.01%
494,736
+6,245
1360
$20.2M 0.01%
731,933
+240,239
1361
$20.1M 0.01%
799,141
-187,100
1362
$20.1M 0.01%
970,935
+82,081
1363
$20.1M 0.01%
436,114
-169,029
1364
$20.1M 0.01%
611,358
-1,213,419
1365
$20M 0.01%
697,105
+491,679
1366
$20M 0.01%
1,613,444
+7,284
1367
$20M 0.01%
1,660,988
+182,657
1368
$20M 0.01%
1,166,063
+10,031
1369
$20M 0.01%
1,734,102
+1,436,657
1370
$20M 0.01%
1,898,347
-491,448
1371
$20M 0.01%
1,999,851
-178,578
1372
$19.9M 0.01%
820,907
-2,872,614
1373
$19.9M 0.01%
689,318
+24,020
1374
$19.8M 0.01%
1,518,445
-54,228
1375
$19.8M 0.01%
776,071
+111,730
53 54
55
56 57