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
2751
$3.95M ﹤0.01%
47,275
+17,103
2752
$3.93M ﹤0.01%
330,844
-12,746
2753
$3.93M ﹤0.01%
123,504
-20,352
2754
$3.92M ﹤0.01%
259,688
+151,591
2755
$3.92M ﹤0.01%
60,704
+6,537
2756
$3.92M ﹤0.01%
455,388
-58,325
2757
$3.92M ﹤0.01%
137,323
-37,206
2758
$3.92M ﹤0.01%
160,113
+114,900
2759
$3.91M ﹤0.01%
192,843
-11,864
2760
$3.91M ﹤0.01%
+2
2761
$3.91M ﹤0.01%
145,223
+3,239
2762
$3.9M ﹤0.01%
163,947
-43,566
2763
$3.9M ﹤0.01%
144,046
-69,569
2764
$3.9M ﹤0.01%
68,420
-6,714
2765
$3.89M ﹤0.01%
154,141
+35,842
2766
$3.88M ﹤0.01%
252,074
+14,129
2767
$3.88M ﹤0.01%
280,910
-58,454
2768
$3.88M ﹤0.01%
177,443
+20,956
2769
$3.87M ﹤0.01%
286,330
-115,677
2770
$3.86M ﹤0.01%
145,516
-342,766
2771
$3.86M ﹤0.01%
176,729
-1,765
2772
$3.85M ﹤0.01%
163,518
-388,128
2773
$3.85M ﹤0.01%
285,401
-9,837
2774
$3.85M ﹤0.01%
38,478
-147,446
2775
$3.84M ﹤0.01%
141,882
-414,085
109 110
111
112 113