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
1676
$13.9M 0.01%
643,809
+107,043
1677
$13.9M 0.01%
734,823
-528,702
1678
$13.8M 0.01%
417,004
+16,580
1679
$13.8M 0.01%
780,868
+34,512
1680
$13.8M 0.01%
883,172
-1,605
1681
$13.8M 0.01%
174,202
+74,905
1682
$13.8M 0.01%
723,346
-33,513
1683
$13.8M 0.01%
301,808
+68,178
1684
$13.8M 0.01%
1,144,930
+608,622
1685
$13.8M 0.01%
512,910
+24,184
1686
$13.8M 0.01%
461,505
+272,465
1687
$13.8M 0.01%
365,263
+30,826
1688
$13.7M 0.01%
759,571
+489,874
1689
$13.7M 0.01%
332,853
+67,329
1690
$13.7M 0.01%
290,184
+59,324
1691
$13.7M 0.01%
29,766
-64
1692
$13.6M 0.01%
582,933
+150,996
1693
$13.6M 0.01%
341,298
+198,646
1694
$13.6M 0.01%
306,525
+284,056
1695
$13.6M 0.01%
466,000
1696
$13.5M 0.01%
476,880
-151,104
1697
$13.5M 0.01%
470,317
-1,488,574
1698
$13.5M 0.01%
94,628
-5,255
1699
$13.5M 0.01%
373,143
-12,086
1700
$13.5M 0.01%
567,844
-505,758
66 67
68
69 70