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
3101
$2.73M ﹤0.01%
103,354
+41,418
3102
$2.73M ﹤0.01%
283,767
+135,192
3103
$2.73M ﹤0.01%
201,278
+56,559
3104
$2.73M ﹤0.01%
133,786
-18,127
3105
$2.72M ﹤0.01%
86,609
-6,534
3106
$2.72M ﹤0.01%
81,081
-26,552
3107
$2.71M ﹤0.01%
138,618
-28,075
3108
$2.71M ﹤0.01%
163,676
+18,384
3109
$2.7M ﹤0.01%
24,431
+1,324
3110
$2.69M ﹤0.01%
256,415
-26,902
3111
$2.69M ﹤0.01%
282,509
-7,703
3112
$2.68M ﹤0.01%
123,078
-3,690
3113
$2.68M ﹤0.01%
109,857
+18,352
3114
$2.68M ﹤0.01%
35,636
+31,564
3115
$2.68M ﹤0.01%
112,556
+55,976
3116
$2.68M ﹤0.01%
692,327
+691,147
3117
$2.67M ﹤0.01%
68,530
+10,412
3118
$2.67M ﹤0.01%
84,274
-4,982
3119
$2.67M ﹤0.01%
151,519
+14,265
3120
$2.67M ﹤0.01%
169,514
+48,447
3121
$2.66M ﹤0.01%
201,676
+35,148
3122
$2.66M ﹤0.01%
440,183
-29,814
3123
$2.66M ﹤0.01%
36,867
+28,297
3124
$2.66M ﹤0.01%
240,900
+7,641
3125
$2.66M ﹤0.01%
30,169
-55,395
123 124
125
126 127