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
2651
$4.4M ﹤0.01%
444,535
+433,448
2652
$4.4M ﹤0.01%
368,246
+69,713
2653
$4.38M ﹤0.01%
101,154
+9,355
2654
$4.38M ﹤0.01%
361,929
-103,946
2655
$4.37M ﹤0.01%
331,471
+276,853
2656
$4.37M ﹤0.01%
191,615
+119,722
2657
$4.36M ﹤0.01%
210,022
+115,073
2658
$4.36M ﹤0.01%
145,257
-124,992
2659
$4.36M ﹤0.01%
132,170
+49,701
2660
$4.35M ﹤0.01%
145,203
+20,764
2661
$4.35M ﹤0.01%
126,392
+76,906
2662
$4.34M ﹤0.01%
23,967
+22,646
2663
$4.34M ﹤0.01%
18,025
-949
2664
$4.34M ﹤0.01%
62,497
-56,622
2665
$4.33M ﹤0.01%
108,079
-68,344
2666
$4.33M ﹤0.01%
95,122
+90,527
2667
$4.33M ﹤0.01%
5,851
2668
$4.33M ﹤0.01%
176,744
+13,962
2669
$4.31M ﹤0.01%
238,474
-123,539
2670
$4.31M ﹤0.01%
165,582
+129,219
2671
$4.31M ﹤0.01%
259,295
-24,557
2672
$4.3M ﹤0.01%
185,330
-349,070
2673
$4.3M ﹤0.01%
175,696
+16,148
2674
$4.29M ﹤0.01%
90,934
+1,009
2675
$4.28M ﹤0.01%
234,396
+190,203
105 106
107
108 109