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
3026
$2.98M ﹤0.01%
145,042
+20,560
3027
$2.98M ﹤0.01%
97,895
+14,981
3028
$2.98M ﹤0.01%
76,007
+826
3029
$2.97M ﹤0.01%
76,503
+43,492
3030
$2.96M ﹤0.01%
240,487
-578,923
3031
$2.96M ﹤0.01%
29,968
+8,351
3032
$2.96M ﹤0.01%
51,238
-568
3033
$2.96M ﹤0.01%
60,466
-367
3034
$2.96M ﹤0.01%
80,769
-81,507
3035
$2.96M ﹤0.01%
162,786
+123,941
3036
$2.95M ﹤0.01%
645,041
+485,305
3037
$2.95M ﹤0.01%
81,763
+9,094
3038
$2.94M ﹤0.01%
87,312
-175,034
3039
$2.94M ﹤0.01%
83,630
+1,566
3040
$2.94M ﹤0.01%
160,870
+23,562
3041
$2.93M ﹤0.01%
233,030
-4,004
3042
$2.93M ﹤0.01%
64,782
-77,475
3043
$2.93M ﹤0.01%
56,234
-10,754
3044
$2.93M ﹤0.01%
100,698
+43,101
3045
$2.93M ﹤0.01%
111,417
-16,812
3046
$2.93M ﹤0.01%
394,985
-130,937
3047
$2.92M ﹤0.01%
81,135
+43,348
3048
$2.92M ﹤0.01%
355,641
+13,872
3049
$2.92M ﹤0.01%
41,860
+31,406
3050
$2.91M ﹤0.01%
177,469
+44,676
120 121
122
123 124