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
2601
$4.63M ﹤0.01%
701,857
-43
2602
$4.63M ﹤0.01%
1,330,484
+2,671
2603
$4.63M ﹤0.01%
310,341
-99,458
2604
$4.62M ﹤0.01%
109,710
+29,783
2605
$4.62M ﹤0.01%
326,344
+10,285
2606
$4.61M ﹤0.01%
445,900
+8,424
2607
$4.61M ﹤0.01%
160,778
-100,570
2608
$4.61M ﹤0.01%
82,423
-62,074
2609
$4.61M ﹤0.01%
347,900
+298,395
2610
$4.59M ﹤0.01%
71,313
-77,903
2611
$4.57M ﹤0.01%
352,329
-115,124
2612
$4.57M ﹤0.01%
79,378
-900
2613
$4.56M ﹤0.01%
68,312
-88,890
2614
$4.56M ﹤0.01%
208,965
+176,172
2615
$4.56M ﹤0.01%
48,000
+15,110
2616
$4.55M ﹤0.01%
139,545
+121,216
2617
$4.54M ﹤0.01%
330,449
+43,067
2618
$4.54M ﹤0.01%
115,769
+37,277
2619
$4.54M ﹤0.01%
357,182
-25,854
2620
$4.53M ﹤0.01%
213,827
+47,977
2621
$4.51M ﹤0.01%
435,130
-15,856
2622
$4.51M ﹤0.01%
83,370
+6,524
2623
$4.5M ﹤0.01%
169,850
-2,339
2624
$4.5M ﹤0.01%
284,301
-125,694
2625
$4.5M ﹤0.01%
356,756
-143,009
103 104
105
106 107