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
1726
$13.2M 0.01%
942,246
-16,821
1727
$13.2M 0.01%
186,181
-69,328
1728
$13.2M 0.01%
995,299
+488,587
1729
$13.2M 0.01%
710,789
-217,903
1730
$13.1M 0.01%
399,425
-46,639
1731
$13.1M 0.01%
224,746
-62,904
1732
$13.1M 0.01%
237,272
-543,311
1733
$13.1M 0.01%
406,978
-142,966
1734
$13M 0.01%
130,752
+27,672
1735
$13M 0.01%
111,433
-5,310
1736
$13M 0.01%
424,876
-271,575
1737
$13M 0.01%
524,837
+277,469
1738
$13M 0.01%
824,991
-6,333
1739
$12.9M 0.01%
984,356
-107,555
1740
$12.9M 0.01%
435,789
+185,275
1741
$12.9M 0.01%
590,177
-36,152
1742
$12.8M 0.01%
98,797
-5,971
1743
$12.8M 0.01%
632,993
+108,443
1744
$12.8M 0.01%
215,440
+145,410
1745
$12.8M 0.01%
1,097,244
+161,814
1746
$12.8M 0.01%
344,864
-55,536
1747
$12.7M 0.01%
216,242
-433,692
1748
$12.7M 0.01%
448,542
+28,066
1749
$12.7M 0.01%
338,299
-126,376
1750
$12.7M 0.01%
705,375
-83,708
68 69
70
71 72