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
1876
$10.9M ﹤0.01%
241,708
+10,946
1877
$10.9M ﹤0.01%
1,362,050
+307,840
1878
$10.9M ﹤0.01%
508,095
+101,077
1879
$10.9M ﹤0.01%
97,695
-41,267
1880
$10.9M ﹤0.01%
1,800,358
-437,157
1881
$10.9M ﹤0.01%
260,620
-423,730
1882
$10.9M ﹤0.01%
78,768
+1,196
1883
$10.9M ﹤0.01%
584,127
-45,373
1884
$10.8M ﹤0.01%
2,185,168
+72,710
1885
$10.8M ﹤0.01%
79,092
+40,281
1886
$10.8M ﹤0.01%
439,221
+82,283
1887
$10.8M ﹤0.01%
88,357
-81,478
1888
$10.8M ﹤0.01%
319,982
+57,713
1889
$10.8M ﹤0.01%
180,908
+3,185
1890
$10.8M ﹤0.01%
264,250
-33,996
1891
$10.8M ﹤0.01%
323,693
+193,877
1892
$10.8M ﹤0.01%
439,900
+63,300
1893
$10.7M ﹤0.01%
531,726
+181,753
1894
$10.7M ﹤0.01%
43,829
-108,644
1895
$10.7M ﹤0.01%
1,061,999
+23,979
1896
$10.7M ﹤0.01%
252,209
-21,610
1897
$10.7M ﹤0.01%
68,864
+27,385
1898
$10.7M ﹤0.01%
1,758,916
+680,220
1899
$10.7M ﹤0.01%
517,411
+86,733
1900
$10.6M ﹤0.01%
339,273
-343,911
74 75
76
77 78