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
1951
$9.8M ﹤0.01%
270
1952
$9.79M ﹤0.01%
998,596
+556,545
1953
$9.79M ﹤0.01%
286,511
+63,130
1954
$9.77M ﹤0.01%
141,389
+1,600
1955
$9.77M ﹤0.01%
467,057
+407,983
1956
$9.71M ﹤0.01%
623,572
-306,228
1957
$9.71M ﹤0.01%
229,892
-12,830
1958
$9.69M ﹤0.01%
184,769
+18,136
1959
$9.66M ﹤0.01%
145,313
+77,694
1960
$9.62M ﹤0.01%
190,932
+2,011
1961
$9.59M ﹤0.01%
833,810
-291,736
1962
$9.59M ﹤0.01%
192,959
+6,903
1963
$9.58M ﹤0.01%
198,497
-20,022
1964
$9.57M ﹤0.01%
450,789
-2,022
1965
$9.57M ﹤0.01%
719,892
-137,469
1966
$9.55M ﹤0.01%
479,697
+173,299
1967
$9.54M ﹤0.01%
4,499,721
+2,206,933
1968
$9.53M ﹤0.01%
26,937
+13,507
1969
$9.52M ﹤0.01%
276,877
+185,916
1970
$9.52M ﹤0.01%
125,613
-12,718
1971
$9.49M ﹤0.01%
220,444
+5,680
1972
$9.48M ﹤0.01%
167,640
-4,616
1973
$9.47M ﹤0.01%
315,277
+58,655
1974
$9.46M ﹤0.01%
805,139
+638,008
1975
$9.45M ﹤0.01%
761,046
+143,675