Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
+$827M
2
+$646M
3
+$471M
4
SWY
SAFEWAY INC
SWY
+$389M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$350M

Top Sells

1
+$1.09B
2
+$726M
3
+$572M
4
KDP icon
Keurig Dr Pepper
KDP
+$474M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$438M

Sector Composition

1 Financials 8.85%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$249M 0.1%
21,501,696
-185,208
227
$248M 0.1%
2,716,597
+585,959
228
$246M 0.1%
3,572,368
+302,731
229
$245M 0.1%
4,809,233
+484,991
230
$244M 0.1%
798,262
-3,641
231
$244M 0.1%
2,174,801
-249,662
232
$244M 0.1%
2,258,684
+155,463
233
$244M 0.1%
7,496,035
+1,177,981
234
$242M 0.1%
4,392,836
-10,927
235
$239M 0.1%
1,203,207
+198,824
236
$234M 0.1%
4,777,543
-355,429
237
$234M 0.1%
4,649,914
+445,052
238
$233M 0.1%
2,871,092
-1,478,502
239
$231M 0.1%
6,353,767
+1,805,338
240
$231M 0.1%
3,429,688
-415,717
241
$230M 0.1%
1,674,824
+939,079
242
$229M 0.1%
2,056,663
-7,997
243
$229M 0.1%
3,804,482
+39,698
244
$229M 0.1%
5,337,922
-328,566
245
$227M 0.1%
8,105,796
+35,244
246
$226M 0.09%
2,601,516
-600,036
247
$223M 0.09%
6,066,861
-5,837,882
248
$223M 0.09%
3,770,298
+209,837
249
$222M 0.09%
2,914,927
-18,559
250
$222M 0.09%
8,485,806
+198,190
8 9
10
11 12