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
2826
$3.65M ﹤0.01%
69,102
+34,416
2827
$3.65M ﹤0.01%
143,827
+71,636
2828
$3.65M ﹤0.01%
170,892
-1,476,416
2829
$3.64M ﹤0.01%
148,113
+119,410
2830
$3.64M ﹤0.01%
96,425
-414,359
2831
$3.64M ﹤0.01%
91,360
+69,541
2832
$3.64M ﹤0.01%
276,586
+202,795
2833
$3.63M ﹤0.01%
144,560
+36,551
2834
$3.63M ﹤0.01%
133,483
-45,477
2835
$3.63M ﹤0.01%
208,501
+173,381
2836
$3.63M ﹤0.01%
262,879
+17,786
2837
$3.62M ﹤0.01%
226,378
+15,453
2838
$3.62M ﹤0.01%
136,192
-3,448
2839
$3.61M ﹤0.01%
295,093
-3,286
2840
$3.61M ﹤0.01%
139,514
+60,777
2841
$3.61M ﹤0.01%
210,839
-27,862
2842
$3.6M ﹤0.01%
109,264
+8,788
2843
$3.6M ﹤0.01%
168,229
-29,890
2844
$3.59M ﹤0.01%
152,484
+4,056
2845
$3.59M ﹤0.01%
732,542
-330,215
2846
$3.59M ﹤0.01%
13,366
+6,148
2847
$3.59M ﹤0.01%
485,607
-1,804,767
2848
$3.58M ﹤0.01%
309,114
+24,909
2849
$3.58M ﹤0.01%
312,883
+272,892
2850
$3.58M ﹤0.01%
84,036
-182,914
112 113
114
115 116