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
2776
$3.84M ﹤0.01%
157,923
+61,395
2777
$3.83M ﹤0.01%
141,893
-287,520
2778
$3.83M ﹤0.01%
459,888
-237,336
2779
$3.82M ﹤0.01%
61,079
-33,319
2780
$3.82M ﹤0.01%
22,192
+9,360
2781
$3.82M ﹤0.01%
97,790
-3,816
2782
$3.82M ﹤0.01%
46,445
+37,928
2783
$3.82M ﹤0.01%
196,689
-244,168
2784
$3.81M ﹤0.01%
186,517
-66,377
2785
$3.8M ﹤0.01%
13,867
+12,699
2786
$3.8M ﹤0.01%
70,584
-6,561
2787
$3.8M ﹤0.01%
61,523
-15,361
2788
$3.8M ﹤0.01%
35,995
-38,204
2789
$3.8M ﹤0.01%
38,206
-4,371
2790
$3.79M ﹤0.01%
159,501
+34,701
2791
$3.79M ﹤0.01%
241,470
+137,644
2792
$3.79M ﹤0.01%
299,278
+54,477
2793
$3.79M ﹤0.01%
245,055
-51,133
2794
$3.79M ﹤0.01%
208,437
+147,664
2795
$3.78M ﹤0.01%
474,832
-1,350,923
2796
$3.77M ﹤0.01%
194,597
+44,917
2797
$3.76M ﹤0.01%
289,968
+255,140
2798
$3.76M ﹤0.01%
120,255
-37,384
2799
$3.75M ﹤0.01%
62,323
+6,855
2800
$3.75M ﹤0.01%
221,185
-200
110 111
112
113 114