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
2676
$4.28M ﹤0.01%
159,066
-344,245
2677
$4.26M ﹤0.01%
324,981
-106,679
2678
$4.26M ﹤0.01%
228,425
+9,104
2679
$4.26M ﹤0.01%
177,808
-34,913
2680
$4.25M ﹤0.01%
503,014
+146,219
2681
$4.24M ﹤0.01%
106,956
-18,905
2682
$4.24M ﹤0.01%
336,787
+168,766
2683
$4.24M ﹤0.01%
315,105
-55,980
2684
$4.24M ﹤0.01%
415,637
-840
2685
$4.23M ﹤0.01%
181,472
+27,478
2686
$4.22M ﹤0.01%
141,582
+42,368
2687
$4.22M ﹤0.01%
66,872
+33,818
2688
$4.22M ﹤0.01%
74,862
-329,111
2689
$4.22M ﹤0.01%
211,995
-142,634
2690
$4.22M ﹤0.01%
184,922
+16,112
2691
$4.21M ﹤0.01%
352,968
+2,925
2692
$4.2M ﹤0.01%
140,664
+63,872
2693
$4.2M ﹤0.01%
238,251
+38,535
2694
$4.2M ﹤0.01%
625,171
+467,613
2695
$4.19M ﹤0.01%
263,277
+10,201
2696
$4.19M ﹤0.01%
77,872
-150,084
2697
$4.18M ﹤0.01%
37,334
-36,787
2698
$4.18M ﹤0.01%
450,183
+164,880
2699
$4.18M ﹤0.01%
498,719
+203,034
2700
$4.17M ﹤0.01%
81,243
-19,268
106 107
108
109 110