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
1851
$11.3M ﹤0.01%
334,412
+43,620
1852
$11.3M ﹤0.01%
135,984
-198,299
1853
$11.3M ﹤0.01%
911,964
+86,092
1854
$11.3M ﹤0.01%
251,379
+51,010
1855
$11.2M ﹤0.01%
+747,849
1856
$11.2M ﹤0.01%
186,370
-4,226
1857
$11.2M ﹤0.01%
360,602
+262,661
1858
$11.2M ﹤0.01%
314,588
+664
1859
$11.2M ﹤0.01%
491,087
+169,494
1860
$11.2M ﹤0.01%
183,752
-169,234
1861
$11.2M ﹤0.01%
442,668
+136,798
1862
$11.1M ﹤0.01%
766,865
+262,984
1863
$11.1M ﹤0.01%
168,366
+9,374
1864
$11.1M ﹤0.01%
221,584
-36,139
1865
$11.1M ﹤0.01%
543,636
-178,615
1866
$11.1M ﹤0.01%
1,057,436
-49,686
1867
$11.1M ﹤0.01%
570,641
+14,356
1868
$11.1M ﹤0.01%
210,759
+185,081
1869
$11.1M ﹤0.01%
1,111,279
-28,650
1870
$11.1M ﹤0.01%
446,885
+80,832
1871
$11M ﹤0.01%
100,330
+422
1872
$11M ﹤0.01%
136,483
-46,598
1873
$11M ﹤0.01%
710,007
-153,129
1874
$11M ﹤0.01%
1,075,277
+273,715
1875
$10.9M ﹤0.01%
400,539
+231,615
73 74
75
76 77