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
1401
$19.3M 0.01%
4,801,328
+2,361,388
1402
$19.2M 0.01%
514,146
+24,024
1403
$19.2M 0.01%
271,715
-134,642
1404
$19.2M 0.01%
1,317,067
+6,211
1405
$19.2M 0.01%
452,537
+18,894
1406
$19.2M 0.01%
280,317
-74,145
1407
$19.1M 0.01%
643,406
+144,310
1408
$19M 0.01%
725,544
+80,821
1409
$19M 0.01%
4,585,916
+932,370
1410
$19M 0.01%
387,056
+38,406
1411
$18.9M 0.01%
489,105
+333,868
1412
$18.9M 0.01%
415,689
+59,084
1413
$18.9M 0.01%
123,540
-72,616
1414
$18.9M 0.01%
756,153
+23,319
1415
$18.9M 0.01%
707,078
+96,847
1416
$18.8M 0.01%
+77,658
1417
$18.8M 0.01%
488,604
+243,458
1418
$18.8M 0.01%
579,320
-146,704
1419
$18.8M 0.01%
573,459
+71,073
1420
$18.8M 0.01%
1,976,573
-11,745
1421
$18.8M 0.01%
190,560
-2,793
1422
$18.8M 0.01%
620,732
+31,771
1423
$18.7M 0.01%
335,542
+123,681
1424
$18.7M 0.01%
819,990
-1,045,268
1425
$18.7M 0.01%
436,066
+59,676
55 56
57
58 59