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
2451
$5.54M ﹤0.01%
426,795
+49,361
2452
$5.54M ﹤0.01%
176,378
+47,498
2453
$5.53M ﹤0.01%
250,579
-122,071
2454
$5.53M ﹤0.01%
398,082
-41,028
2455
$5.53M ﹤0.01%
56,774
-99,625
2456
$5.52M ﹤0.01%
200,372
+39,734
2457
$5.5M ﹤0.01%
435,281
+45,813
2458
$5.5M ﹤0.01%
140,493
+31,806
2459
$5.5M ﹤0.01%
157,182
+64,502
2460
$5.49M ﹤0.01%
163,438
-44,352
2461
$5.49M ﹤0.01%
204,878
+27,852
2462
$5.47M ﹤0.01%
169,174
-360,149
2463
$5.47M ﹤0.01%
114,463
+69,838
2464
$5.46M ﹤0.01%
197,945
+27,771
2465
$5.44M ﹤0.01%
229,366
+4,045
2466
$5.44M ﹤0.01%
229,677
-85,130
2467
$5.42M ﹤0.01%
1,469,994
-658,087
2468
$5.42M ﹤0.01%
330,597
-158,981
2469
$5.4M ﹤0.01%
81,581
+517
2470
$5.39M ﹤0.01%
168,125
-58,690
2471
$5.37M ﹤0.01%
65,392
+12,305
2472
$5.37M ﹤0.01%
249,637
+248,158
2473
$5.36M ﹤0.01%
401,355
+113,415
2474
$5.36M ﹤0.01%
99,584
+90,178
2475
$5.35M ﹤0.01%
359,562
+116,740