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
3051
$2.91M ﹤0.01%
24,565
+24,044
3052
$2.9M ﹤0.01%
126,746
-7,943
3053
$2.9M ﹤0.01%
74,180
-75,670
3054
$2.9M ﹤0.01%
130,243
-35,117
3055
$2.9M ﹤0.01%
90,234
-311,797
3056
$2.89M ﹤0.01%
133,107
-2,082
3057
$2.89M ﹤0.01%
70,801
-43,239
3058
$2.89M ﹤0.01%
145,166
-58,151
3059
$2.88M ﹤0.01%
436,305
+40,728
3060
$2.88M ﹤0.01%
173,709
+15,507
3061
$2.88M ﹤0.01%
56,349
+3,180
3062
$2.88M ﹤0.01%
202,980
+104,277
3063
$2.88M ﹤0.01%
214,625
+41,845
3064
$2.87M ﹤0.01%
232,865
-30,813
3065
$2.86M ﹤0.01%
19,090
+6,746
3066
$2.86M ﹤0.01%
186,116
-969,448
3067
$2.86M ﹤0.01%
111,697
+42,521
3068
$2.86M ﹤0.01%
125,469
+1,788
3069
$2.86M ﹤0.01%
119,000
+106,645
3070
$2.86M ﹤0.01%
166,312
+13,979
3071
$2.85M ﹤0.01%
331,918
-67,249
3072
$2.85M ﹤0.01%
310,058
+35,406
3073
$2.85M ﹤0.01%
87,979
-1,014
3074
$2.85M ﹤0.01%
40,365
+40,334
3075
$2.85M ﹤0.01%
123,614
-34,614
121 122
123
124 125