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
2951
$3.22M ﹤0.01%
136,239
+4,598
2952
$3.21M ﹤0.01%
89,817
-294,994
2953
$3.21M ﹤0.01%
110,473
+50,824
2954
$3.2M ﹤0.01%
76,876
-9,313
2955
$3.2M ﹤0.01%
30,730
+630
2956
$3.2M ﹤0.01%
94,032
+22,884
2957
$3.2M ﹤0.01%
307,741
+11,746
2958
$3.2M ﹤0.01%
62,901
-10,232
2959
$3.2M ﹤0.01%
136,263
-7,359
2960
$3.2M ﹤0.01%
128,281
+22,730
2961
$3.19M ﹤0.01%
314,064
+174,727
2962
$3.19M ﹤0.01%
31,639
-16,475
2963
$3.19M ﹤0.01%
127,754
-1,920
2964
$3.19M ﹤0.01%
178,824
+66,364
2965
$3.19M ﹤0.01%
58,017
+5,389
2966
$3.18M ﹤0.01%
+226,818
2967
$3.18M ﹤0.01%
1,807,803
+1,686,253
2968
$3.17M ﹤0.01%
33,086
-14,939
2969
$3.17M ﹤0.01%
354,100
+51,455
2970
$3.16M ﹤0.01%
177,046
+3,198
2971
$3.16M ﹤0.01%
186,342
+181,366
2972
$3.15M ﹤0.01%
82,476
-136,846
2973
$3.15M ﹤0.01%
148,530
+86,420
2974
$3.15M ﹤0.01%
576,072
-6,169
2975
$3.14M ﹤0.01%
287,086
-222,012
117 118
119
120 121