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
2076
$8.32M ﹤0.01%
186,240
+12,812
2077
$8.31M ﹤0.01%
153,680
-18,539
2078
$8.3M ﹤0.01%
492,669
+7,717
2079
$8.29M ﹤0.01%
443,860
-1,501,630
2080
$8.27M ﹤0.01%
208,313
+18,099
2081
$8.27M ﹤0.01%
283,423
-34,161
2082
$8.26M ﹤0.01%
304,407
-123,581
2083
$8.24M ﹤0.01%
567,977
+57,276
2084
$8.21M ﹤0.01%
243,844
-70,315
2085
$8.21M ﹤0.01%
1,883,272
-324,128
2086
$8.21M ﹤0.01%
23,748
-4,436
2087
$8.18M ﹤0.01%
20,818
+5,120
2088
$8.16M ﹤0.01%
280,840
+197,861
2089
$8.16M ﹤0.01%
639,702
+128,638
2090
$8.14M ﹤0.01%
433,246
+328,050
2091
$8.14M ﹤0.01%
338,359
+118,381
2092
$8.14M ﹤0.01%
247,655
+60,734
2093
$8.14M ﹤0.01%
326,622
-288,807
2094
$8.14M ﹤0.01%
979,062
-719,170
2095
$8.13M ﹤0.01%
239,794
-9,721
2096
$8.13M ﹤0.01%
204,680
+91,856
2097
$8.12M ﹤0.01%
183,657
+4,438
2098
$8.12M ﹤0.01%
982,742
-1,458,817
2099
$8.11M ﹤0.01%
1,299,141
+143,299
2100
$8.11M ﹤0.01%
551,542
+13,009
82 83
84
85 86