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
1926
$10.3M ﹤0.01%
434,279
+274,995
1927
$10.3M ﹤0.01%
472,561
+5,333
1928
$10.2M ﹤0.01%
213,472
+19,750
1929
$10.2M ﹤0.01%
1,084,945
+304,710
1930
$10.2M ﹤0.01%
188,778
-54
1931
$10.2M ﹤0.01%
1,216,862
-114,950
1932
$10.2M ﹤0.01%
334,220
+49,590
1933
$10.2M ﹤0.01%
167,497
-13,564
1934
$10.1M ﹤0.01%
655,549
-290,640
1935
$10.1M ﹤0.01%
695,382
-24,488
1936
$10.1M ﹤0.01%
482,544
+214,122
1937
$10.1M ﹤0.01%
110,883
-145,889
1938
$10.1M ﹤0.01%
243,232
-138,365
1939
$10M ﹤0.01%
893,777
+320,360
1940
$10M ﹤0.01%
312,609
+155,385
1941
$9.96M ﹤0.01%
127,355
+108,332
1942
$9.95M ﹤0.01%
369,266
+87,057
1943
$9.94M ﹤0.01%
574,114
+55,010
1944
$9.94M ﹤0.01%
102,027
-1,285,683
1945
$9.89M ﹤0.01%
278,904
-10,588
1946
$9.88M ﹤0.01%
187,088
-43,662
1947
$9.84M ﹤0.01%
187,152
+65,060
1948
$9.84M ﹤0.01%
278,000
1949
$9.84M ﹤0.01%
476,310
-635,727
1950
$9.81M ﹤0.01%
204,600
-4,480
76 77
78
79 80