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
2026
$8.9M ﹤0.01%
426,313
-162,034
2027
$8.9M ﹤0.01%
236,234
+78,952
2028
$8.89M ﹤0.01%
230,720
+13,044
2029
$8.88M ﹤0.01%
2,111,583
+949,452
2030
$8.86M ﹤0.01%
162,858
+23,799
2031
$8.84M ﹤0.01%
384,604
-55,951
2032
$8.83M ﹤0.01%
662,211
-14,241
2033
$8.8M ﹤0.01%
119,192
-763,544
2034
$8.78M ﹤0.01%
393,703
+48,703
2035
$8.77M ﹤0.01%
485,275
+70,912
2036
$8.74M ﹤0.01%
405,088
+41,256
2037
$8.7M ﹤0.01%
265,078
+12,200
2038
$8.7M ﹤0.01%
253,170
+99,876
2039
$8.7M ﹤0.01%
345,778
-6,897
2040
$8.69M ﹤0.01%
481,368
+319,327
2041
$8.69M ﹤0.01%
106,092
+18,694
2042
$8.68M ﹤0.01%
369,295
-1,581
2043
$8.65M ﹤0.01%
93,102
-14,426
2044
$8.63M ﹤0.01%
341,442
-26,474
2045
$8.63M ﹤0.01%
191,316
+14,271
2046
$8.62M ﹤0.01%
407,399
+343,109
2047
$8.61M ﹤0.01%
554,211
+501,031
2048
$8.6M ﹤0.01%
470,401
-2,599
2049
$8.6M ﹤0.01%
415,044
-193,380
2050
$8.59M ﹤0.01%
802
+785