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
1701
$13.5M 0.01%
1,127,335
-103,777
1702
$13.5M 0.01%
266,275
-123,417
1703
$13.5M 0.01%
88,761
+39,631
1704
$13.4M 0.01%
272,810
-42,863
1705
$13.4M 0.01%
649,541
+88,348
1706
$13.4M 0.01%
1,118,178
+97,755
1707
$13.3M 0.01%
226,531
+40,506
1708
$13.3M 0.01%
178,488
-1,117
1709
$13.3M 0.01%
283,653
-389,009
1710
$13.3M 0.01%
258,857
+13,581
1711
$13.3M 0.01%
696,259
+107,274
1712
$13.3M 0.01%
104,261
-3,952
1713
$13.3M 0.01%
+677,731
1714
$13.3M 0.01%
1,088,844
+689,673
1715
$13.3M 0.01%
729,876
+35,256
1716
$13.3M 0.01%
343,347
-308,894
1717
$13.3M 0.01%
419,408
+242,988
1718
$13.2M 0.01%
216,066
+29,805
1719
$13.2M 0.01%
431,823
+217,127
1720
$13.2M 0.01%
303,582
-28,318
1721
$13.2M 0.01%
49,784
+7,080
1722
$13.2M 0.01%
147,333
+18,315
1723
$13.2M 0.01%
350,034
+109,964
1724
$13.2M 0.01%
951,143
-34,455
1725
$13.2M 0.01%
605,694
+430,469
67 68
69
70 71