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
1901
$10.6M ﹤0.01%
108,816
-18,317
1902
$10.6M ﹤0.01%
748,203
-42,810
1903
$10.6M ﹤0.01%
97,725
-14,181
1904
$10.6M ﹤0.01%
473,899
-112,338
1905
$10.6M ﹤0.01%
1,465,881
+153,772
1906
$10.6M ﹤0.01%
226,093
+52,469
1907
$10.6M ﹤0.01%
1,980,920
+1,248,736
1908
$10.5M ﹤0.01%
+438,034
1909
$10.5M ﹤0.01%
340,318
+62,168
1910
$10.5M ﹤0.01%
589,416
+15,492
1911
$10.5M ﹤0.01%
543,186
+191,216
1912
$10.5M ﹤0.01%
157,118
-53,686
1913
$10.5M ﹤0.01%
426,404
-584,468
1914
$10.5M ﹤0.01%
63,625
-32,147
1915
$10.4M ﹤0.01%
377,844
+66,843
1916
$10.4M ﹤0.01%
225,374
+98,920
1917
$10.4M ﹤0.01%
584,991
-17,628
1918
$10.4M ﹤0.01%
32,459
-5,317
1919
$10.4M ﹤0.01%
359,275
-172,457
1920
$10.4M ﹤0.01%
158,360
+65,508
1921
$10.4M ﹤0.01%
540,331
+7,452
1922
$10.4M ﹤0.01%
26,526
+8,287
1923
$10.4M ﹤0.01%
173,204
+19,630
1924
$10.3M ﹤0.01%
340,310
+100,624
1925
$10.3M ﹤0.01%
537,572
-24,537
75 76
77
78 79