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
2426
$5.67M ﹤0.01%
589,759
+85,996
2427
$5.67M ﹤0.01%
94,313
-107,215
2428
$5.66M ﹤0.01%
43,970
+5,811
2429
$5.66M ﹤0.01%
405,646
+46,535
2430
$5.65M ﹤0.01%
100,377
+85,982
2431
$5.65M ﹤0.01%
64,732
+32,354
2432
$5.64M ﹤0.01%
223,305
+90,279
2433
$5.63M ﹤0.01%
523,845
+58,352
2434
$5.62M ﹤0.01%
19,801
+3,420
2435
$5.61M ﹤0.01%
183,739
+43,619
2436
$5.61M ﹤0.01%
671,133
-338,689
2437
$5.61M ﹤0.01%
137,769
-32,829
2438
$5.6M ﹤0.01%
221,025
+21,966
2439
$5.6M ﹤0.01%
452,230
+101,077
2440
$5.6M ﹤0.01%
242,604
+15,429
2441
$5.6M ﹤0.01%
120,634
-295,826
2442
$5.59M ﹤0.01%
171,149
+138,911
2443
$5.58M ﹤0.01%
246,623
-58,489
2444
$5.58M ﹤0.01%
194,122
+173,271
2445
$5.58M ﹤0.01%
222,504
+83,576
2446
$5.56M ﹤0.01%
215,253
-47,567
2447
$5.56M ﹤0.01%
95,313
-100
2448
$5.56M ﹤0.01%
525,306
-7,706
2449
$5.56M ﹤0.01%
110,444
-28,972
2450
$5.55M ﹤0.01%
168,934
+4,416