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
1751
$12.7M 0.01%
368,316
+122,946
1752
$12.7M 0.01%
272,832
-40,523
1753
$12.6M 0.01%
266,733
+19,115
1754
$12.6M 0.01%
565,039
+115,336
1755
$12.6M 0.01%
900,830
-83,515
1756
$12.6M 0.01%
775,756
+329,239
1757
$12.6M 0.01%
232,042
+25,374
1758
$12.6M 0.01%
703,303
+30,510
1759
$12.5M 0.01%
1,086,000
+232,490
1760
$12.5M 0.01%
270,446
-157,255
1761
$12.5M 0.01%
1,468,279
-1,523,205
1762
$12.5M 0.01%
2,273,550
-336,420
1763
$12.5M 0.01%
193,171
-90,131
1764
$12.5M 0.01%
172,790
-179,318
1765
$12.5M 0.01%
277,586
-133,148
1766
$12.4M 0.01%
777,873
+284,211
1767
$12.4M 0.01%
660,979
+61,639
1768
$12.4M 0.01%
335,304
-232,732
1769
$12.4M 0.01%
597,267
-52,095
1770
$12.4M 0.01%
796,244
-398,894
1771
$12.3M 0.01%
521,660
+169,780
1772
$12.3M 0.01%
1,614,075
+111,642
1773
$12.3M 0.01%
861,225
-1,042,960
1774
$12.3M 0.01%
253,525
-334,672
1775
$12.3M 0.01%
338,409
+31,639
69 70
71
72 73