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
1976
$9.45M ﹤0.01%
126,734
-13,980
1977
$9.43M ﹤0.01%
527,210
+169,756
1978
$9.41M ﹤0.01%
358,602
-50,994
1979
$9.4M ﹤0.01%
662,157
-25,949
1980
$9.39M ﹤0.01%
736,928
-9,591
1981
$9.38M ﹤0.01%
194,538
+131,874
1982
$9.36M ﹤0.01%
192,718
+33,855
1983
$9.32M ﹤0.01%
124,856
-35,607
1984
$9.31M ﹤0.01%
536,004
-101,691
1985
$9.31M ﹤0.01%
13,799
+13,167
1986
$9.3M ﹤0.01%
621,201
-602,100
1987
$9.3M ﹤0.01%
718,459
-26,663
1988
$9.28M ﹤0.01%
676,178
-250,942
1989
$9.26M ﹤0.01%
304,571
-115,789
1990
$9.26M ﹤0.01%
315,080
-60,757
1991
$9.25M ﹤0.01%
532,799
+47,100
1992
$9.24M ﹤0.01%
14,088
-3,721
1993
$9.24M ﹤0.01%
541,681
+540,576
1994
$9.23M ﹤0.01%
734,445
+71,884
1995
$9.23M ﹤0.01%
188,032
+72,533
1996
$9.22M ﹤0.01%
131,728
-8,389
1997
$9.21M ﹤0.01%
168,889
+4,772
1998
$9.21M ﹤0.01%
182,866
+703
1999
$9.19M ﹤0.01%
817,877
+69,093
2000
$9.18M ﹤0.01%
260,923
-556