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
2926
$3.33M ﹤0.01%
52,821
-17,832
2927
$3.32M ﹤0.01%
112,356
-87,481
2928
$3.32M ﹤0.01%
113,385
-81,436
2929
$3.31M ﹤0.01%
221,890
-124,737
2930
$3.31M ﹤0.01%
242,474
-2,234
2931
$3.31M ﹤0.01%
175,213
-15,712
2932
$3.31M ﹤0.01%
196,198
-239,712
2933
$3.31M ﹤0.01%
248,364
-7,812
2934
$3.31M ﹤0.01%
130,673
+27,969
2935
$3.31M ﹤0.01%
191,736
+27,221
2936
$3.3M ﹤0.01%
326,259
-610
2937
$3.3M ﹤0.01%
140,872
+9,885
2938
$3.3M ﹤0.01%
126,110
+91,919
2939
$3.29M ﹤0.01%
166,384
-144,848
2940
$3.29M ﹤0.01%
722,144
-919,000
2941
$3.28M ﹤0.01%
202,298
+5,955
2942
$3.28M ﹤0.01%
138,064
-267,020
2943
$3.27M ﹤0.01%
125,142
-85,742
2944
$3.27M ﹤0.01%
60,349
-24,429
2945
$3.26M ﹤0.01%
139,711
-43,190
2946
$3.24M ﹤0.01%
204,036
-9,513
2947
$3.23M ﹤0.01%
117,830
-169,692
2948
$3.23M ﹤0.01%
42,098
-862
2949
$3.22M ﹤0.01%
54,223
-12,017
2950
$3.22M ﹤0.01%
208,627
+18,132
116 117
118
119 120