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
2901
$3.41M ﹤0.01%
170,619
-18,070
2902
$3.41M ﹤0.01%
84,900
-7,604
2903
$3.41M ﹤0.01%
127,409
-47,811
2904
$3.4M ﹤0.01%
88,613
+46,894
2905
$3.4M ﹤0.01%
92,953
-9,683
2906
$3.39M ﹤0.01%
47,118
+5,539
2907
$3.39M ﹤0.01%
254,199
+176,727
2908
$3.38M ﹤0.01%
+15,247
2909
$3.38M ﹤0.01%
100,037
+27,109
2910
$3.38M ﹤0.01%
49,153
+5,175
2911
$3.37M ﹤0.01%
281,984
+12,967
2912
$3.37M ﹤0.01%
67,390
-26,035
2913
$3.37M ﹤0.01%
48,574
+38,632
2914
$3.37M ﹤0.01%
20,524
-14,336
2915
$3.37M ﹤0.01%
167,805
+79,488
2916
$3.36M ﹤0.01%
145,810
-86,736
2917
$3.36M ﹤0.01%
81,795
-496,433
2918
$3.36M ﹤0.01%
16,902
+1,625
2919
$3.35M ﹤0.01%
107,180
+7,440
2920
$3.35M ﹤0.01%
81,494
-24,725
2921
$3.34M ﹤0.01%
65,233
-42,581
2922
$3.34M ﹤0.01%
90,176
-37,650
2923
$3.33M ﹤0.01%
182,477
-147,210
2924
$3.33M ﹤0.01%
113,280
-83,078
2925
$3.33M ﹤0.01%
70,115
-13,047
115 116
117
118 119