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
2576
$4.78M ﹤0.01%
12,114
+1,070
2577
$4.78M ﹤0.01%
126,917
+39,632
2578
$4.77M ﹤0.01%
67,673
-48,776
2579
$4.77M ﹤0.01%
160,351
-3,074
2580
$4.77M ﹤0.01%
121,218
+24,531
2581
$4.76M ﹤0.01%
25,996
-2,041
2582
$4.76M ﹤0.01%
168,305
-17,837
2583
$4.75M ﹤0.01%
205,750
+187,773
2584
$4.74M ﹤0.01%
194,948
+178,509
2585
$4.74M ﹤0.01%
289,393
+6,696
2586
$4.74M ﹤0.01%
633,312
+291,446
2587
$4.74M ﹤0.01%
317,128
-76,497
2588
$4.72M ﹤0.01%
134,303
+25,864
2589
$4.71M ﹤0.01%
195,600
+3,878
2590
$4.71M ﹤0.01%
542,026
+167,110
2591
$4.71M ﹤0.01%
584,338
+237,559
2592
$4.71M ﹤0.01%
146,850
+14,113
2593
$4.71M ﹤0.01%
+394,845
2594
$4.69M ﹤0.01%
173,566
+60,621
2595
$4.67M ﹤0.01%
75,135
+45,393
2596
$4.67M ﹤0.01%
165,660
-12,407
2597
$4.66M ﹤0.01%
156,913
+41,120
2598
$4.65M ﹤0.01%
155,271
-102,625
2599
$4.65M ﹤0.01%
26,840
-8,064
2600
$4.64M ﹤0.01%
369,465
+120,533
102 103
104
105 106