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
1451
$18.2M 0.01%
362,274
+128,556
1452
$18.2M 0.01%
1,485,215
+844,201
1453
$18.2M 0.01%
141,356
-2,824
1454
$18.1M 0.01%
1,766,780
-11,975
1455
$18.1M 0.01%
1,042,463
+76,872
1456
$18.1M 0.01%
534,305
+272,428
1457
$18.1M 0.01%
915,866
-11,082
1458
$18.1M 0.01%
919,284
-388,627
1459
$18.1M 0.01%
1,129,015
+409,053
1460
$18.1M 0.01%
543,350
+191,331
1461
$18.1M 0.01%
422,307
-38,214
1462
$18.1M 0.01%
1,234,037
+80,864
1463
$18M 0.01%
1,137,339
+404,687
1464
$18M 0.01%
1,279,758
-1,775,201
1465
$18M 0.01%
228,121
-7,992
1466
$17.9M 0.01%
378,696
-92,436
1467
$17.9M 0.01%
1,115,993
-144,175
1468
$17.9M 0.01%
490,990
-322,386
1469
$17.8M 0.01%
613,284
+36,369
1470
$17.8M 0.01%
485,477
+29,067
1471
$17.8M 0.01%
1,999,139
+184,003
1472
$17.8M 0.01%
1,015,836
-83,961
1473
$17.8M 0.01%
1,286,373
+123,273
1474
$17.7M 0.01%
277,362
-23,428
1475
$17.7M 0.01%
1,927,719
+1,191,586
57 58
59
60 61