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
1576
$15.7M 0.01%
201,209
+91,933
1577
$15.7M 0.01%
716,171
-149,859
1578
$15.7M 0.01%
258,160
+62,914
1579
$15.7M 0.01%
633,420
-218,110
1580
$15.6M 0.01%
467,339
+36,164
1581
$15.6M 0.01%
342,793
-28,809
1582
$15.6M 0.01%
375,122
+93,440
1583
$15.6M 0.01%
480,333
-82,303
1584
$15.5M 0.01%
153,498
-31,321
1585
$15.5M 0.01%
1,198,108
+316,918
1586
$15.5M 0.01%
298,881
-830
1587
$15.5M 0.01%
3,170,800
+1,015,483
1588
$15.5M 0.01%
13,490
-760
1589
$15.4M 0.01%
1,156,480
+513,918
1590
$15.4M 0.01%
1,285,110
+64,675
1591
$15.3M 0.01%
815,479
-169,822
1592
$15.3M 0.01%
1,609,274
+285,751
1593
$15.3M 0.01%
825,273
+304,123
1594
$15.3M 0.01%
174,673
-4,679
1595
$15.3M 0.01%
441,687
+13,169
1596
$15.2M 0.01%
411,085
+128,801
1597
$15.2M 0.01%
525,326
-235,367
1598
$15.2M 0.01%
322,493
-244,729
1599
$15.2M 0.01%
620,667
-88,443
1600
$15.2M 0.01%
555,731
+128,895
62 63
64
65 66