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
1826
$11.5M ﹤0.01%
463,668
+11,374
1827
$11.5M ﹤0.01%
317,711
-192,578
1828
$11.5M ﹤0.01%
1,149,707
+11,389
1829
$11.5M ﹤0.01%
180,980
-1,148
1830
$11.5M ﹤0.01%
713,301
+28,456
1831
$11.5M ﹤0.01%
226,177
+156,489
1832
$11.5M ﹤0.01%
541,924
+116,323
1833
$11.4M ﹤0.01%
1,155,180
-134,475
1834
$11.4M ﹤0.01%
245,395
-25,664
1835
$11.4M ﹤0.01%
147,914
-11,533
1836
$11.4M ﹤0.01%
511,940
-39,524
1837
$11.4M ﹤0.01%
416,364
+99,920
1838
$11.4M ﹤0.01%
543,772
+107,183
1839
$11.3M ﹤0.01%
238,906
-60,058
1840
$11.3M ﹤0.01%
82,053
-2,360
1841
$11.3M ﹤0.01%
759,060
-828,660
1842
$11.3M ﹤0.01%
643,783
-9,612
1843
$11.3M ﹤0.01%
170,819
+66,999
1844
$11.3M ﹤0.01%
280,738
+99,686
1845
$11.3M ﹤0.01%
539,569
-81,245
1846
$11.3M ﹤0.01%
474,990
+11,042
1847
$11.3M ﹤0.01%
1,731,171
-3,134
1848
$11.3M ﹤0.01%
364,188
-441,749
1849
$11.3M ﹤0.01%
400,823
-204,435
1850
$11.3M ﹤0.01%
470,957
-171,849
72 73
74
75 76