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
1526
$16.4M 0.01%
2,097,555
+698,951
1527
$16.4M 0.01%
279,190
-288,811
1528
$16.4M 0.01%
2,204,766
+31,458
1529
$16.4M 0.01%
188,790
+172,198
1530
$16.4M 0.01%
251,084
-5,276
1531
$16.4M 0.01%
920,832
-538,521
1532
$16.4M 0.01%
743,489
+45,271
1533
$16.4M 0.01%
639,000
-1,270,676
1534
$16.3M 0.01%
1,319,430
-48,210
1535
$16.3M 0.01%
273,344
+55,996
1536
$16.3M 0.01%
376,717
-99,902
1537
$16.3M 0.01%
457,940
+137,326
1538
$16.3M 0.01%
452,766
+134,828
1539
$16.2M 0.01%
1,333,135
+138,928
1540
$16.2M 0.01%
995,210
+12,676
1541
$16.2M 0.01%
+485,410
1542
$16.2M 0.01%
157,504
-238,777
1543
$16.2M 0.01%
183,555
+51,984
1544
$16.2M 0.01%
708,675
+150,922
1545
$16.2M 0.01%
515,893
-99,422
1546
$16.1M 0.01%
138,541
-43,553
1547
$16.1M 0.01%
372,316
+89,294
1548
$16.1M 0.01%
558,881
+18,957
1549
$16.1M 0.01%
585,838
-168,792
1550
$16M 0.01%
304,974
-229,271