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
2876
$3.49M ﹤0.01%
161,011
+28,728
2877
$3.49M ﹤0.01%
45,212
-86,387
2878
$3.49M ﹤0.01%
305,804
-2,226,566
2879
$3.48M ﹤0.01%
145,361
-120,882
2880
$3.48M ﹤0.01%
124,678
-28,761
2881
$3.47M ﹤0.01%
512,473
+47,183
2882
$3.47M ﹤0.01%
102,832
+5,888
2883
$3.47M ﹤0.01%
129,721
-73,313
2884
$3.46M ﹤0.01%
49,975
-14,583
2885
$3.46M ﹤0.01%
90,582
-133,435
2886
$3.46M ﹤0.01%
29,221
-8,688
2887
$3.46M ﹤0.01%
95,239
-38,216
2888
$3.45M ﹤0.01%
52,363
+7,488
2889
$3.45M ﹤0.01%
89,773
+57,334
2890
$3.44M ﹤0.01%
109,058
+38,756
2891
$3.44M ﹤0.01%
144,942
-25,801
2892
$3.44M ﹤0.01%
67,326
+280
2893
$3.44M ﹤0.01%
133,218
-52,141
2894
$3.43M ﹤0.01%
97,720
-202,976
2895
$3.43M ﹤0.01%
269,427
-83,055
2896
$3.42M ﹤0.01%
264,103
+59,922
2897
$3.42M ﹤0.01%
269,151
-27,507
2898
$3.42M ﹤0.01%
59,082
-72,623
2899
$3.41M ﹤0.01%
171,309
+11,469
2900
$3.41M ﹤0.01%
82,690
+8,397
114 115
116
117 118