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
3076
$2.85M ﹤0.01%
295,512
-46,198
3077
$2.85M ﹤0.01%
116,019
-923
3078
$2.83M ﹤0.01%
222,177
+75,353
3079
$2.82M ﹤0.01%
204,157
+40,165
3080
$2.82M ﹤0.01%
483,799
+5,261
3081
$2.82M ﹤0.01%
31,556
+1,088
3082
$2.82M ﹤0.01%
218,242
-479,587
3083
$2.81M ﹤0.01%
209,003
+95,613
3084
$2.8M ﹤0.01%
68,030
-155,216
3085
$2.8M ﹤0.01%
212,581
-21,875
3086
$2.8M ﹤0.01%
252,098
+232,974
3087
$2.8M ﹤0.01%
187,812
-17,130
3088
$2.78M ﹤0.01%
219,601
+17,674
3089
$2.76M ﹤0.01%
59,789
-129,129
3090
$2.76M ﹤0.01%
210,453
-39,590
3091
$2.76M ﹤0.01%
414,891
-3,210
3092
$2.76M ﹤0.01%
100,070
-66,699
3093
$2.76M ﹤0.01%
4,622
-7,858
3094
$2.75M ﹤0.01%
37,356
+16,052
3095
$2.75M ﹤0.01%
57,744
+20,688
3096
$2.74M ﹤0.01%
144,341
+115,470
3097
$2.73M ﹤0.01%
102,908
+72,586
3098
$2.73M ﹤0.01%
305,877
+158,962
3099
$2.73M ﹤0.01%
91,030
-9,446
3100
$2.73M ﹤0.01%
46,636
+9,753
122 123
124
125 126