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
276
$196M 0.08%
3,852,472
+429,309
277
$196M 0.08%
5,021,719
-402,063
278
$195M 0.08%
2,673,817
+238,968
279
$195M 0.08%
1,105,868
+67,411
280
$194M 0.08%
4,084,356
+37,719
281
$194M 0.08%
3,931,829
+529,064
282
$194M 0.08%
8,212,916
-1,879,354
283
$192M 0.08%
1,123,366
+175,620
284
$192M 0.08%
3,701,310
-447,200
285
$191M 0.08%
3,772,402
+374,578
286
$190M 0.08%
2,655,561
-220,013
287
$190M 0.08%
37,722,930
-5,346,320
288
$189M 0.08%
18,713,593
+805,666
289
$187M 0.08%
3,037,240
-1,107,206
290
$186M 0.08%
1,450,698
-69,472
291
$186M 0.08%
1,836,725
-117,063
292
$186M 0.08%
1,500,770
+174,968
293
$185M 0.08%
3,491,344
+1,163,231
294
$183M 0.08%
5,282,915
+445,343
295
$183M 0.08%
3,075,786
-13,220
296
$183M 0.08%
1,515,378
+661,085
297
$182M 0.08%
3,084,360
-232,397
298
$182M 0.08%
16,474,424
+409,043
299
$181M 0.08%
1,941,788
-531,087
300
$180M 0.08%
3,053,752
+184,507
10 11
12
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