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
1376
$19.8M 0.01%
639,067
+21,601
1377
$19.8M 0.01%
1,496,267
+155,872
1378
$19.8M 0.01%
1,992,223
+328,711
1379
$19.7M 0.01%
1,503,517
+122,443
1380
$19.7M 0.01%
823,269
-83,848
1381
$19.7M 0.01%
543,207
+174,349
1382
$19.7M 0.01%
505,879
-95,709
1383
$19.7M 0.01%
132,022
+1,558
1384
$19.6M 0.01%
161,730
+33,139
1385
$19.6M 0.01%
1,039,869
+56,246
1386
$19.6M 0.01%
396,956
+43,624
1387
$19.6M 0.01%
493,677
-126,902
1388
$19.6M 0.01%
1,358,949
+285,392
1389
$19.6M 0.01%
345,424
+40,664
1390
$19.5M 0.01%
423,765
-266,174
1391
$19.5M 0.01%
533,862
-1,033
1392
$19.5M 0.01%
359,466
-93,907
1393
$19.5M 0.01%
321,358
-1,894
1394
$19.4M 0.01%
403,481
+335,812
1395
$19.4M 0.01%
950,928
-85,940
1396
$19.4M 0.01%
214,713
+3,638
1397
$19.4M 0.01%
1,435,349
-481,698
1398
$19.4M 0.01%
397,548
+139,444
1399
$19.4M 0.01%
537,353
+350,785
1400
$19.3M 0.01%
739,383
+129,198
54 55
56
57 58