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
2376
$5.94M ﹤0.01%
175,448
-185,647
2377
$5.94M ﹤0.01%
132,032
+107,468
2378
$5.94M ﹤0.01%
833,473
+209,085
2379
$5.92M ﹤0.01%
97,921
-71,780
2380
$5.92M ﹤0.01%
273,533
-1,706
2381
$5.91M ﹤0.01%
138,557
-163,794
2382
$5.91M ﹤0.01%
350,007
-65,737
2383
$5.9M ﹤0.01%
997,495
-41,740
2384
$5.9M ﹤0.01%
259,001
-201,308
2385
$5.9M ﹤0.01%
627,229
+362,034
2386
$5.89M ﹤0.01%
60,823
+15,590
2387
$5.89M ﹤0.01%
131,136
-157,470
2388
$5.88M ﹤0.01%
459,454
+47,648
2389
$5.88M ﹤0.01%
151,501
-6,911
2390
$5.86M ﹤0.01%
116,049
-6,576
2391
$5.86M ﹤0.01%
3,193
-1,339
2392
$5.85M ﹤0.01%
346,835
-48,382
2393
$5.85M ﹤0.01%
128,455
+7,414
2394
$5.85M ﹤0.01%
262,407
-144,077
2395
$5.84M ﹤0.01%
225,683
-57,550
2396
$5.84M ﹤0.01%
94,300
-323,708
2397
$5.84M ﹤0.01%
272,278
+65,626
2398
$5.83M ﹤0.01%
406,318
-318,051
2399
$5.83M ﹤0.01%
295,284
-50,892
2400
$5.83M ﹤0.01%
244,530
+181,040